Transforming Financial Planning Software

Canadians spend a lot of time worrying about personal finances, investing and planning for the future. Sound strategies for managing and building wealth have a real impact on financial outcomes, however, navigating financial, estate and tax planning is difficult and many key pieces are easily overlooked. Current solutions focus too narrowly on retirement or rely too heavily on costly professionals. To address these issues, this research project is an opportunity to bring together Planworth’s financial, tax and estate planning know-how with the Schulich MBAN program’s mathematical and analytical expertise to build a more accessible, transparent and understandable solution that will help individuals find the best way to earn, save, invest and spend their money based on their goals, applicable tax rules and broader economic conditions, now and over time. The research partnership between Planworth and the Schulich MBAN program has the potential to transform an industry.

Faculty Supervisor:

Murat Kristal;Hjalmar Turesson

Student:

Partner:

Planworth Inc.

Discipline:

Business

Sector:

Information and cultural industries

University:

York University

Program: