Built in Canada for Canadians

Your financial trajectory starts today.

See where you stand, what you are building toward, and what deserves your attention next—all in one connected financial plan.

Know where you standTrack what you are buildingSee what comes next
Trajekt Goals screen showing progress toward financial goals
Goals
Trajekt Advisor screen showing a personalized next best action
Advisor
Trajekt Overview screen showing financial health and net worth
Overview
Choose a Trajekt app screen to preview

01 / The product

One connected system

Everything points in one direction.

Trajekt turns separate accounts, goals, and decisions into one financial plan you can actually follow.

Financial position

Your financial life, summarized.

See your financial health, net worth, progress, and next best move in one clear view.

Health score01
Net worth02
Financial trajectory03
Next best move04

Goal tracking

Know whether you are actually on pace.

Connect every contribution to a real milestone and see where your plan needs attention.

Funding progress01
Goal deadlines02
Contribution pace03
Attention signals04

Personalized guidance

Every recommendation has a reason.

Trajekt reviews the context behind your finances and turns it into a prioritized next action.

Prioritized actions01
Debt strategy02
Portfolio signals03
Context-aware guidance04
Live product viewTrajekt / 2026
Overview screen in the Trajekt app

Current view

Overview

Financial position

Live product viewTrajekt / 2026
Goals screen in the Trajekt app

Current view

Goals

Goal tracking

Live product viewTrajekt / 2026
Advisor screen in the Trajekt app

Current view

Advisor

Personalized guidance

02 / The method

How it works

Four steps. One trajectory.

Trajekt connects what you have, what you owe, and what you want into one process you can actually follow.

STEP 01

Build your profile

Add your income, savings, investments, debts, and accounts so Trajekt understands where you stand.

Context carries forward

STEP 02

Set your goals

Choose what you are working toward, from your first home to long-term wealth.

Context carries forward

STEP 03

See the full picture

Trajekt evaluates your finances together instead of treating each account or goal in isolation.

Context carries forward

STEP 04

Take your next move

Receive one prioritized action based on where you stand and where you want to go.

Clear action

Your financial pictureTrajekt method

Signals in

The pieces of your financial life.

01Income02Savings03Investments04Debts05Goals
Connect

Action out

One clear next move from your complete financial picture.

A prioritized decision you can act on—not another dashboard you have to interpret.

03 / Built here

Built for Canadians

Canadian money has its own rules.

Trajekt is designed around the accounts, trade-offs, and milestones Canadians actually use to build wealth.

Canadian planning railsCanada first
TFSATax-free growth
FHSAFirst home
RRSPRetirement
RESPEducation
CADHome currency

Designed around your context

CA / 01—04

01

Canadian accounts

Designed around TFSA, FHSA, RRSP, RESPs, and CAD-first planning.

02

Investment focused

Built to help Canadians grow wealth instead of only tracking spending.

03

Long-term planning

Every recommendation supports your overall financial trajectory.

04

Personalized guidance

Your goals, investments, debt, cash flow, and progress are considered together.

Canadian profileTrajekt / 2026
Trajekt profile screen showing Canadian financial information

Personalized context

Accounts, debts, goals, risk, and investing experience.

Why Trajekt feels different

Planning, not just reporting.

The difference is not another chart. It is what the full picture helps you decide next.

Most finance appsTrajekt
Track budgetsBuilds a financial plan
Show past activityFocuses on what comes next
Separate accountsConnects your full picture
Offer generic insightsPrioritizes your next move

Built in Canada for the financial decisions Canadians actually make.

Winnipeg, Manitoba

04 / Early access

Join Trajekt

Put your money on a trajectory.

Join the waitlist for beta invitations, launch updates, product availability, and early access to Trajekt.

Free to joinEarly access updatesNo general newsletter
01Understand where you stand
02See what you’re building toward
03Know what deserves attention

Private beta access

Canada

Join the Trajekt waitlist.

One email gets you on the list. No general newsletter.

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