Mint PlanningMint Planning

CANADIAN MONEY PLAN

Plan Money With Clarity

Set up a clear plan for spending, saving, and investing. We help Canadian households and owners sort RRSP, TFSA, tax, cash flow, and estate choices.

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Money Topic Guides

Simple Guides For Canada

Learn how savings can become steady monthly pay.

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GUIDE

Retirement Income Guide

Learn how savings can become steady monthly pay.

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TIPS

TFSA and RRSP

See when each account makes more sense.

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GUIDE

Small Business Money

Simple steps for owners with uneven cash flow.

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TIPS

Coverage Planning Tips

Match cover to your income, debt, and family needs.

Canadian plans reviewed

250+

Canadian plans reviewed

client rating

4.8/5

client rating

served online

10 provinces

served online

The Map

Community

Customer notes

Verified

“We finally had one page that showed where the money goes and what comes next.”

P

Priya Desai

Owner, Cedar and Pine Design

Verified

“The RRSP and TFSA review made our savings plan easy to follow.”

N

Noah Bennett

Project manager, Westline Tech

Verified

“Our retirement income plan showed us what was safe to spend.”

E

Elaine Foster

Retired teacher, Ottawa

Spotlight Money Stories

More Money Questions

See how savings can turn into steady income.

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Featured

Retirement Paycheque Notes

See how savings can turn into steady income.

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RRIF Switch Guide

Know when RRSP funds move to a RRIF.

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Family Budget Reset

A one-page start for busy households.

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Planning

Insurance Coverage Check

Match cover to your income, debt, and dependants.

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0506

TFSA Room Tracker

Keep your room and withdrawals in sight.

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Tax Time List

Gather slips, notes, and due dates early.

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Founder Cash Flow

Watch the money coming in and going out.

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Estate Notes Folder

Keep key names, forms, and contacts together.

Journal

From The Journal

Questions

Common Questions Answered

Quick answers before visitors choose a product, service, or next step.

01Who do you help?+

We help Canadian individuals, couples, and small business owners build clear money plans for spending, saving, and retirement.

02Do you review RRSPs and TFSAs?+

Yes. We check room, mix, and tax timing so your RRSP and TFSA fit your goals now and later.

03Can you help small business owners?+

Yes. We help owners sort cash flow, taxes, savings, and pay needs into one plan you can use.

04Do you plan retirement income?+

Yes. We map safe spending from savings, CPP, OAS, and pension income year by year, so the numbers stay clear.

05What if my money feels messy?+

We group bills, debt, savings, insurance, and goals so the next step is plain and easy to follow.

06Do you meet online?+

Yes. We meet by video with clients across Canada and can also meet in Toronto in person by request.

Get Money Notes

Get short notes on RRSPs, TFSA room, tax tips, and retirement income ideas for Canadian households and owners.