Our Features
Help your financial advisors attract more qualified leads and increase share of wallet with Milestones Retirement Insights a tool that delivers value in seconds. Our tool creates tax-efficient retirement income strategies for clients, increasing their satisfaction with your services.
Retirement Insights API
Our API integration allows you to quickly and accurately create tax-efficient retirement income strategies for your clients, without the need for manual calculations.
Key Considerations
Our tool merges data to create personalized retirement income considerations to maximize strategy and planning.
Smart Budgeting
Our tool helps your financial advisors create smart retirement budgets that increase client satisfaction and improve your brand reputation.
Customizable Reports
Customizable design templates for retirement income strategies, saving time and effort while maintaining a professional brand image.
Save Time
Our tool provides efficient analytics for retirement income strategies, allowing you to make data-driven decisions and improve your services.
Easy Export
Our tool allows you to send reports to your clients for easy updates, increasing client satisfaction and retention.
Start Planning with Confidence — Your Way
Select the option that best suits your needs and budget​
Most Popular
Planner + Pro Support
$249.99
Year
Includes everything in the DIY Planner plus a 60-minute session with a Certified Financial Planner to review your plan and get expert answers.
60-minute Zoom consultation with a qualified CFP®
Personalized Q&A session
Implementation guidance
30-day email support
​Option to book further consultations for $149.99/hour
DIY Retirement Planner
$89.99
Year
For self-directed Canadians who want to create their own tax-smart retirement income plan at their own pace.
Full access to Milestones Retirement Calculator for 12 months
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Personalized retirement income plan
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Tax-efficient withdrawal strategy
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CPP & OAS optimization
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Income splitting for couples
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Support for corporations & part-time income planning
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Plan for life events (e.g. inheritances, downsizing, travel)
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Downloadable PDF reports
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Access to video tutorials
Advisor Access Plan
$120.00
Month
14 day free trial
For financial advisors who want to use Milestones Retirement Insights to build client retirement income plans. Includes full platform access, troubleshooting, and specialized planning support.
Full access to Milestones Retirement Calculator
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Create personalized client retirement income plans
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Tax-efficient withdrawal strategy
​
CPP & OAS optimization
​
Income splitting for couples
​
Support for corporations & part-time income planning
​
Plan for life events (e.g. inheritances, downsizing, travel)
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Downloadable PDF reports
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Access to video tutorials
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Dedicated troubleshooting support
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Specialized support for complex client plans
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Support for client conversations
Have Questions?
We’re here to help. Whether you’re looking for more information, need clarification, or just want to explore your options, we’re happy to provide the answers you need.
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Simply click the button below to send us your question, and we’ll get back to you as soon as possible.
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