Canadian Personal Finance Manager

A Claude AI skill that acts as a personal financial coach built for Canadian tax rules and benefits.

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A Claude AI skill that acts as a personal financial coach built around Canadian tax and benefit rules, conducting a financial interview to create a monthly budget, phased action plan, and an interactive HTML dashboard with charts for net worth, debt payoff, retirement, and RESP tracking. It helps Canadians who need guidance tailored to registered accounts, provincial tax and benefit differences, and life-event planning, and produces shareable PDF and Excel reports while supporting all 13 provinces and territories, including Quebec-specific programs.

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