Retirement income
When you can stop working, how much you can safely draw, and how long it lasts.
Free · 2 minutes · no login
Know when you can retire and what you’ll leave behind
Ten quick questions. One score. See exactly where you stand.
Retirement & Estate Readiness CheckQuestion 1 of 10 · about 2 min left
Income & horizonQuestion 1 of 10
When you stop working, and what has to replace the paycheque.
When do you plan to stop working?
This is what you get once you’re in
Your score becomes a living plan, with Vista AI guiding it
Add your accounts, pensions and documents and Wealth Vista keeps the plan current. Ask a question in plain English and Vista AI answers from your own numbers.
app.wealthvista.ioVista AI
Can I retire at 62?
YouVista AI
Bank-grade encryption
Your data is never sold
Encrypted in transit & at rest
Seven pillars of a plan that actually holds up
Wealth Vista scores each pillar, shows you where you stand, and tells you the highest-impact fix first — instead of burying you in charts.
Government benefits
Social Security, CPP/OAS and pensions timed to maximise lifetime income.
Tax efficiency
Withdrawal sequencing across taxable, tax-deferred and tax-free accounts.
Estate & legacy
Wills, powers of attorney, executors and the documents most families are missing.
Beneficiaries
Catch stale or conflicting designations before they override your intentions.
Protection
Insurance, long-term care and the gaps that derail an otherwise solid plan.
Net worth & property
Every account, property and holding in one picture that updates as life changes.
Retirement income
A retirement date you can actually defend
Wealth Vista turns your accounts, pensions and government benefits into a month-by-month income plan, then stress-tests it against markets, inflation and longevity.
- Monte Carlo projections in plain English, not jargon
- Tax-aware withdrawal order across taxable, tax-deferred and Roth
- See instantly what retiring a year earlier or later really costs
Estate & legacy
What you leave behind, planned properly
Wills, powers of attorney, beneficiaries and heirs in one place — with AI checking that the documents you signed still match the life you have now.
- Estate checklist that flags outdated or missing documents
- Beneficiary designations reviewed against your will
- Share access with a spouse, adult children or an executor
One platform, four jobs
Plan the retirement, protect the legacy, ask the assistant, then execute — without juggling spreadsheets, advisors and five different logins.
Retirement Planning
Readiness score, Monte Carlo projections and a decumulation engine that sequences withdrawals across every account.
- Retirement readiness
- Monte Carlo stress tests
- Drawdown & pension timing
Estate & Legacy
A guided path through wills, powers of attorney, executors and beneficiaries — with document AI that reads what you already have.
- Estate checklist
- Beneficiary conflict checks
- Document AI extraction
Vista AI Assistant
Ask anything about your plan in plain English. Vista explains trade-offs, runs what-ifs and sends a monthly briefing on what changed.
- Plain-English answers
- What-if scenarios
- Monthly Vista Briefing
Auto-Trade & Execution
For Elite members: turn the plan into action with automated trading, rebalancing and tax-loss harvesting on supported brokers.
- Auto-Trade on supported brokers
- Rebalancing advisor
- Tax-loss harvesting
How it works
Start free and see where you stand before you decide anything.
- 01
Answer a few questions
Age, savings, income and what you want retirement to look like. Two minutes, no documents required to start.
- 02
Get your Vista Score
A readiness score across all seven pillars, with the gaps ranked by how much they actually cost you.
- 03
Work the plan
Add accounts, upload documents and let Vista AI keep the plan current — with a monthly briefing on what changed.
Creating your account
What Wealth Vista is
A web app for retirement and estate planning. You create an account, add your accounts and goals, and get a living plan you can revisit any time.
How sign-in works
Create your account with email, or sign in with Google. From Google we request only your name, email address and profile picture — the userinfo.email and userinfo.profile scopes.
What we never touch
We never access your Gmail, Drive or Calendar. Your data is encrypted in transit and at rest, and it is never sold.
Read the full Privacy Policy and Terms of Service.
Frequently asked questions
See where you stand — free
Get your Vista Score in a couple of minutes, then decide whether you want the full retirement and estate plan.
Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.