WealthWise is a portfolio tracking and analysis tool made for Canadians. Most of us juggle 2–4 accounts across brokers — Wealthsimple, Questrade, and more. WealthWise brings them into one dashboard so you can finally see your true performance.
A startup from Sherbrooke, Canada that is founded by Félix-Antoine Philippon.
This page is designed to help you find out whether MyWealthWise.ca is good and if it is the right choice for you.
WealthWise is a portfolio tracking and analysis tool made for Canadians. Most of us juggle 2–4 accounts across brokers — Wealthsimple, Questrade, and more. WealthWise brings them into one dashboard so you can finally see your true performance (not just the balance), your projected dividends, your allocation by sector and country, and your progress toward financial independence. Bilingual (FR/EN), data hosted in Canada, free to start. Also includes 70+ free calculators and quizzes (TFSA room, FHSA, capital gains, FIRE…). WealthWise is a tool, not a registered advisor.
Listed in
Bilingual accessibility
The site offers content in both English and French (indicated by the /en URL path), making it accessible to a broader Canadian audience across different provinces.
Canadian-focused service
As a .ca domain, the platform appears tailored specifically to Canadian financial regulations, tax considerations, and wealth management needs, which can be more relevant than generic international platforms.
Wealth management focus
The name suggests a dedicated focus on wealth management and financial planning services, potentially offering specialized tools or advice for building and managing personal wealth.
Online accessibility
Being a web-based platform, it likely offers convenient access to financial tools, information, or services without requiring in-person visits to a physical office.
Potentially personalized approach
Wealth management platforms often aim to provide personalized financial strategies based on individual client goals, risk tolerance, and financial situations.
Most portfolio trackers are built for a global or US audience and require a paid subscription. WealthWise is made for Canada, bilingual, and free to start. It understands Canadian registered accounts, the dividend tax credit, and Canadian brokers (Wealthsimple, Questrade and others). For a Canadian who wants a clear, no-cost way to see their true performance and dividends across several accounts at once, it's purpose-built. (WealthWise is a tracking and analysis tool, not a registered investment advisor.)
WealthWise started from a common Canadian frustration: juggling several brokerage accounts — a TFSA here, an RRSP there — with no single, clear view of how the whole portfolio is actually doing. The existing tools were either US/global-focused, English-only, or paywalled. WealthWise was built to give Canadians one clear, bilingual, free place to track their real performance, dividends and goals — without giving investment advice.
WealthWise is built specifically for Canadian investors and is fully bilingual (English/French) — a rare combination. It tracks the accounts Canadians actually use (TFSA, RRSP, FHSA, RESP, non-registered) with the right rules, and shows your real return — not just your balance — plus projected dividends, allocation by sector and country, and your progress toward financial independence (FIRE). Data is hosted in Canada . It also includes 70+ free calculators and quizzes, and there's a genuinely useful free plan.
Canadian DIY investors — people who manage their own portfolios across one or more brokers and want a clear picture of their real return, dividends and asset allocation. It serves everyone from beginners building their first TFSA to FIRE-focused investors tracking their path to financial independence, in both English and French Canada.
React + TypeScript (Vite) front-end, hosted on Vercel. Supabase (PostgreSQL + authentication) for the backend, Stripe for payments, and Google Gemini for the AI portfolio analysis. Broker connectivity is handled through a third-party aggregator, with data hosted in Canada.
WealthWise is a consumer product used by individual Canadian DIY investors (TFSA/RRSP/FHSA holders, dividend investors, and the FIRE community) — not an enterprise/B2B tool.
MyWealthWise.ca appears to be a Canadian personal finance platform aimed at helping individuals track and manage their financial life, though as a smaller or lesser-known service, users should conduct their own due diligence before committing to it, especially regarding data security and regulatory compliance.
We have collected here some useful links to help you find out if MyWealthWise.ca is good.
Check the traffic stats of MyWealthWise.ca on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
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Check the "Domain Authority" of MyWealthWise.ca on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
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