About Us
The Finwise Story
Finwise was created to address a common problem faced by many people in Canada: understanding taxes and personal finances is often confusing, time-consuming, and stressful, especially for newcomers, recent graduates, and individuals experiencing changes in their financial lives.
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Rather than replacing accountants or financial advisors, Finwise focuses on helping people prepare and understand. Through a simple AI-powered conversational interface, the platform explains financial and tax concepts in clear language, answers common questions, and guides users through typical tax-related situations step by step.
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Finwise also provides practical tools such as tax preparation checklists, helping users know what documents and information they need before filing. When situations become more complex, Finwise serves as a bridge, connecting users to tax software or licensed professionals, ensuring they receive appropriate support while remaining compliant with Canadian regulations.
Meet Our Partners
Finwise works closely with a network of experienced accounting and tax professionals who support our clients with reliable, compliant, and practical services. Our partners are selected based on their expertise, professionalism, and experience working with individuals and small businesses in Canada.
Through these partnerships, Finwise is able to combine AI-guided preparation tools with human expertise, ensuring clients receive both clarity and proper professional support when needed.
Choose your pricing plan
🔵 Personal Tax Filing
49$Every yearFor simple personal tax situationsÂ- Personal tax filing included for one tax year
- AI-guided preparation and document checklists
- Coordinated filing by experienced tax professionals
- Suitable for simple income (e.g. one T4, no complications)
Let’s Work Together
Get in touch so we can start working together.
