Financial planning, simplified.
No jargon, no pile of statements to decode. Tell us your goals, upload the documents you already have, and we turn them into one clear household plan — with recommendations you can act on, kept current as life changes.
General Canadian personal finance — plain answers, no sign-up.
Not sure where to start? Try one of these:
General education only — not personal advice. Your advisor confirms anything that changes your plan.
A planning firm built for ordinary households.
Who we are
Riverbank is a Canadian household financial planning firm. We believe every family — not just high-net-worth clients — deserves a clear, honest, and actionable financial plan.
What we believe
Planning shouldn't be buried in jargon, hidden commissions, or product pushing. We explain every number in plain language, and no recommendation is acted on without your sign-off.
How we're different
Traditional advisors charge a percentage of your assets or earn commissions on what they sell you. We charge one flat monthly fee — cancel anytime, and your data is always yours.
Four steps. No jargon.
Pick your goals
Retirement, a home, your children's education, protecting your family — you tell us what matters, in plain language.
Upload what you have
T4s, account statements, pension letters, insurance policies. You upload once; we reconcile everything into one household picture.
Get your plan
We come back with clear gaps, defensible assumptions, and licensed product recommendations — nothing changes without your sign-off.
Update as you go
Life changes — a new job, a baby, a move. Tell us what changed and your plan, to-dos and projections update with it. No starting over.
One simple monthly fee.
No commissions buried in products, no hourly bills. You pay a flat monthly subscription, cancel anytime, and your data stays yours — you can delete every record whenever you choose.
See what your plan looks like.
Start with a free calculator, explore the demo, or create your account and begin your own plan.