White-Label Financial Calculators for Canadian Businesses

TRANSPARENT PRICING · OWNER-APPROVED CAD BASE PRICES

Choose the calculators that fit your practice.

Monthly and annual prepaid base prices are owner-approved for a future launch, but this is not a live purchase offer. All amounts are in CAD, before any legally applicable taxes. Tax treatment, legal terms, actual checkout totals and commercial release remain subject to separate approval.

Annual savings: Single: $276 in 12 monthly payments versus $249 annually (save $27); Any Two: $468 versus $419 (save $49); All Five: $828 versus $749 (save $79). Annual billing is planned to be paid upfront for the selected annual term.

All six CAD base prices are owner-approved for a future launch. Applicable tax, final legal terms and checkout totals still require review and approval. No commercial checkout, subscription signup, account or live customer billing is available.

Before you subscribe: Each planned licence covers one exact independently verified HTTPS origin and only selected eligible calculator(s). The chosen monthly or annual plan would automatically renew unless canceled. Cancellation stops future renewal while independently verified paid-through access normally continues; package changes take effect at next renewal without mid-cycle proration. Voluntary cancellation ordinarily has no automatic prorated refund, subject to legal rights and verified errors. Applicable taxes, final terms, compatible sites and checkout must still be approved. No live checkout, free trial, account onboarding or production installation is available.

Support: Planned self-service guides and a support-request form, with technical escalation arrangements to be finalized. No 24/7 support, fixed response guarantee or unlimited custom website work is promised.

THE PRELAUNCH COLLECTION · PROPOSED

Five tools. Everyday financial questions.

Working prelaunch versions of all five calculators are implemented in the test suite. Financial-model acceptance and final technical and commercial release approvals are still being completed; none is approved for commercial use. PROPOSED — Prelaunch collection shown for enquiry only. Working prelaunch versions exist in the test suite; financial-model acceptance and final technical/commercial approvals are outstanding, and none is approved for commercial use. Cross-origin iframe embedding and automatic height adjustment have been demonstrated in isolated HTTPS test environments only.

The descriptions above summarize working prelaunch versions, not commercially available products. Final scope and release availability remain subject to acceptance and owner approval. Public educational calculators are separate from this commercial offering.

A MORE USEFUL CLIENT EXPERIENCE

Help visitors explore before they enquire.

The planned suite combines Canadian-specific educational scenarios with your business branding and a simple on-site experience. It supports conversations; it does not promise to generate leads or revenue.

For advisors and planners: TFSA, Retirement, and Dividend/DRIP calculators to support education and planning conversations — exploring contribution room, retirement scenarios, and dividend illustrations with visitors before they enquire. For mortgage brokers: FHSA and Mortgage/Homebuyer calculators to support first-time-buyer conversations — exploring homebuying scenarios and FHSA questions with visitors before they enquire. These tools support the next conversation. They do not generate leads, guarantee conversions, or promise revenue.

BEFORE YOU ENQUIRE

A few important details.

When will commercial access open?

No launch date has been announced. Although five calculators have been implemented in prelaunch environments, customer accounts, pricing, billing, a real-site installation and the end-to-end onboarding journey still require commercial clearance and owner approval. Enquiries are welcome; subscriptions and external trials remain closed.

Can I purchase only one calculator?

Our proposed Single Calculator plan would let an eligible customer choose one of the five supported educational calculators. This is a planned package, not an active entitlement: the release scope and per-calculator access controls must be verified before sales open.

Do I have to pay annually?

Both monthly and annual prepaid plans are intended: $23, $39 or $69 CAD/month, or $249, $419 or $749 CAD/year paid upfront, depending on the package. These base amounts are owner-approved, but billing, taxes, renewal and cancellation terms require legal review and testing before checkout.

Can I upgrade packages or use more than one website?

Each proposed subscription covers one exact verified HTTPS website origin. Package upgrades, downgrades, calculator substitutions and monthly/annual changes take effect at next renewal, with acceptance of the new offer and no mid-cycle proration. A changed origin (including www/apex) needs fresh verification. Final customer terms and site compatibility require legal and technical acceptance.

Can I use the tools on WordPress or another platform?

The proposed iframe approach requires a site that permits approved third-party embeds and one verified HTTPS origin. Commercial browser and CMS compatibility have not yet been accepted. Specific WordPress, Squarespace, Webflow, Wix and other configurations must be evaluated before support is claimed. No dedicated WordPress plugin is promised.

Who installs the calculators and how does support work?

After release approval, a supported installation guide is intended to let your authorized website administrator place the approved embed on your site. Our customer onboarding guide, help centre and support-request form are now available for prelaunch enquiries. Technical issues with our software would be escalated for investigation; custom website repairs and 24/7 response are not promised.

Does my firm need to approve the installation?

Possibly. Website control does not automatically give you permission to add a financial tool. Check any applicable brokerage, dealer, carrier, compliance and website administrator requirements before a pilot or installation. Your organization is responsible for its approvals and disclosures.

Will the tools collect client information?

Before onboarding opens, we will describe the verified commercial data flows, including how calculator inputs differ from hosting logs, account information and billing records. Lead capture, saved client accounts, emailed reports and CRM integration are not confirmed launch features. We will not treat an enquiry as consent to promotional email.

Are the results professional advice?

No. The calculators are intended for educational illustrations. They do not replace personalized investment, tax, legal or mortgage advice, a suitability assessment, official account records or a lender’s decision. Your firm may require its own approval of the tool and disclosures.

Who Is This Not For?

Firms that need lead capture, saved accounts, emailed reports, or CRM integration; bespoke formulas; downloadable reports; full removal of provider attribution; a guaranteed accuracy, security, PIPEDA, or regulatory position; an SLA or 24/7 support; multi-website licences, immediate midterm plan changes or prorated plan swaps; or a WordPress plugin. If certified accuracy or regulatory approval is required, this is not the right vendor yet. See the qualification section above.

What Do I Need To Install?

Website administrator access, an HTTPS site, a site that permits external embeds, and the ability to paste the approved embed.

What Happens If Payment Lapses?

The intended billing model is Stripe only, with no commercial free trial, manual invoicing or unpaid grace period. A failed future renewal cannot remove independently verified coverage already paid for, but grants no extra access after that term ends. Further access requires verified new payment. Customer accounts, retries, suspension notices, hosted entitlement and production billing are not yet live. No uptime or support-response SLA is promised.