Advisor Plan

Advisor Access Plan

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

Create personalized client retirement income plans

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)

Downloadable PDF reports

Access to video tutorials

Dedicated troubleshooting support

Specialized support for complex client plans

Support for client conversations