Canadian financial planning, with AI-assisted education
See how each dollar fits your plan.
Leviate brings income, spending, TFSA, FHSA, RRSP, and cash reserves into one planning view, then surfaces educational prompts to review.
Cash-flow runway
4.6mo
Registered room
$18.2k
Next transfer
$350
Planned connections
Bring your Canadian accounts into one view
Planned availability is subject to our data provider and may change. Leviate is not affiliated with or endorsed by the institutions shown.
A financial planning application for accounts, cash flow, and educational planning conversations.
Leviate brings investment account tracking, transaction monitoring, and an educational planning chat into one operating view for Canadian households planning around TFSA, FHSA, RRSP, and everyday spending.
Launching soon. Join the waitlist for early access.
Planning pulse
$72,370
Savings rate
22%
Accounts
6
Alerts
2
Planning chat preview
Not just feature lists
Three planning surfaces, arranged for clearer financial context.
01
Investment account tracking
Monitor TFSA, FHSA, RRSP, and taxable balances in one planning workspace.
02
Transaction monitoring
Turn day-to-day spending into categories, trends, alerts, and cash-flow context.
03
Planning insights chat
Ask planning questions and get educational insights for Canadian financial decisions.
AI insights
Personalized signals that turn financial activity into planning context.
This week's planning prompt
Your FHSA target is within reach if the current savings pace continues through the next three payroll cycles.
Cash-flow forecast
Projects upcoming bills, deposits, and spending patterns before they tighten the month.
+$420
Likely month-end surplus
Contribution scenarios
Compares TFSA, FHSA, and RRSP room against goals, income, and near-term liquidity.
$350
Example transfer amount
Planning nudges
Turns account balances and transactions into educational planning prompts for Canadian households.
3
Prompts surfaced
Account choreography
Registered accounts move as separate signals, not table rows.
TFSA
$24,850
Contribution room aligned
FHSA
$9,420
First-home plan active
RRSP
$38,100
Tax refund forecast ready
Transaction movement
Spending, income, and investing turn into a financial rhythm.
Payroll deposit
Income
+$3,850
ETF purchase
Investing
-$650
Groceries
Living
-$124