Wealthscope

We’re excited to announce the launch of a highly requested feature: Optimal Drawdown for Couples! 🚀

Wealthscope’s newest tool is designed to help retirees understand the savings they can achieve by filing their taxes as a couple. Key benefits include:

💲Maximize Tax Savings: Leverage pension income splitting to reduce total tax bills.

📃 Tax Benefits: Identify eligibility for spousal credits and transfer unused age and pension credits.

☀️ Simple Retirement Planning: Generate intuitive financial planning breakdowns and get quick feedback on potential changes to your plans.

🎯 Goal-Based Planning: Align your investments with your retirement planning goals using our portfolio simulations.

We invite you to try it out today and see for yourself how this unique tool can enhance your retirement planning. If you are interested in learning more about Wealthscope and how to access this helpful tool and countless others like it, please visit https://www.wealthscope.ca/ or contact us.

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Amidst Bitcoin’s surge to all-time highs, strategic portfolio decisions are top of mind for investors.

At Wealthscope, our mission is to deliver timely insights and comprehensive portfolio evaluations. Navigate the evolving investment landscape with confidence using our “What-If Analysis” and“Custom Portfolio Builder” tools to evaluate the impact of Bitcoin (BTC) and Ethereum (ETH) on your portfolio’s performance, diversification, fees, income, and ESG considerations.

It's that time of the year again for our annual promotion for DIY investors!

https://www.wealthscope.ca/consumer-solutions

At Wealthscope, our commitment to innovation never rests. We are thrilled to launch the Wealthscope AI Assistant, now available on the Wealthscope for Advisors platform.

Our AI Assistant isn’t just a new feature; it’s your intelligent, chat-based companion. Harnessing the capabilities of the large-language models (LLMs) combined with leveraging the retrieval augmented generation (RAG) technique on our internal documentation, the AI Assistant will enhance user experience every step of the way, from onboarding to daily usage.

Next up, AI Assistant for our DIY investors!

Shoutout to Preet Banerjee, our Partner & Director, for shedding light on Michael Burry's alleged $1.6B bet against the market. The headline has been making its rounds recently, and this informative video does well to clarify the facts, putting to rest any notions of a Big Short sequel.

Michael Burry's $1.6 Billion Short Bet Against the Market? Why everyone is WRONG about it Everyone is confused about Michael Burry's "$1.6 Billion Bet" against the stock market.In today's video, we dive deep into the recent buzz surrounding Michae...