How It Works
1
Sign Up & Get Started
Register for 1 year to unlock full access to our retirement income planning calculator. You’ll also receive a free Retirement Income Planning Guide to help you understand what matters most as you approach retirement.
2
Build Your Plan
Enter your age, province, income, savings (RRSPs, pensions, TFSAs, etc.) and the calculator will help you map out a tax-smart withdrawal strategy. You can run multiple scenarios, save them, and download your plan as a PDF to keep.
3
Get Clarity
Find answers to the big questions…Am I going to be okay? Is there a better way to draw down my savings? What should I consider along the way? If you need help, you can select the option including consultation with a Certified Financial Planner (CFP®)
Access our Resource Centre for step-by-step tutorials and videos designed to help you shorten the learning curve and help you get the most out of your report.
Bonus Support:
Registration
HomeEquity Bank Client Registration
Thank you for your interest in Milestones Retirement Insights.
If you received a unique code from HomeEquity Bank, please enter it on the payment page when completing your registration.
If you do not have your code, please contact HomeEquity Bank directly to obtain it before registering.
Once registered, you will receive an email shortly with the next steps.
Why Choose Milestones Retirement Insights
Built for advisors. Now available to all Canadians.
Milestones was originally developed by experienced retirement planners to serve professionals in the financial industry. For the first time, it’s available directly to Canadians, because no matter how much money you have, everyone deserves a clear and confident path to retirement.
Backed by real client cases since 2017, Milestones helps you answer the question every Canadian asks: "Am I going to be okay?"
Ultra-Affordable
Access professional-grade retirement planning at a fraction of traditional advisor costs.
Personalized & Actionable
Tailored recommendations based on real-life planning scenarios, not textbook theory.
DIY-Friendly, Advisor-Optional
Build your own plan at
your own pace, no advisor required. But if you want one, qualified CFP professionals are here to help.
Built for Canadians
Designed specifically for Canadian retirement rules. Including RRSPs, TFSAs, CPP/OAS, income splitting, corporate accounts, and more.
In the News
What one of Canada’s top retirement columnist says about Milestones Retirement Insights (formerly Cascades Financial Solutions)...
How you draw down your retirement savings could save you thousands - this program proves it. Here's a valuable tool focused on finding the winning strategy' in using your retirement savings at the right time.
- Jonathan Chevreau, Financial Post