Office Hours - February 2026

  • 2:11 - New Features: Quick Filters, New GIS Strategies
  • 5:40 - Changes to Success Rate Chart
  • 13:16 - How Should I Be Using the Platform, Once Per Year or More Frequently?
  • 15:32 - What's the Difference Between Non-Reg Contributions and Non-Reg Savings Contributions
  • 17:20 - How Does a Lock Scenario Work?
  • 19:15 - How Do I Enter a Lump Sum Payment in the Debt Payoff Section?
  • 21:39 - How to Include Precious Metals in Your Plan
  • 24:41 - What's the Best Way to Stress Test My Plan?
  • 28:22 - Can I Enter Multiple TFSA/RRSP on the Platform?
  • 30:25 - What Are Some Best Practices for Using the AI Strategies
  • 35:50 - Where Do I Enter Dividend Income from my Non-Registered Account?
  • 37:58 - How Do We Know Our Data is Safe with Adviice?
  • 49:14 - Why Am I Getting a Infrequent Expenses Warning?
  • 53:20 - What's the Best Way to Send a Feature Request?
  • 55:90 - How Do I Model Lower Investment Fees?

  • Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.