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PPI x Milestones

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About Us

About Milestones Retirement Insights

Welcome to Milestones Retirement Insights, formerly known as Cascades Financial Solutions. Retirement income planning software built by advisors for advisors.

Our Story

Milestones Retirement Insights was born out of a passion for reshaping the landscape of retirement income planning in Canada. With years of experience and a commitment to innovation, we have evolved from Cascades Financial Solutions to bring you a more refined and dynamic approach to retirement planning.

Our Partnership with PureFacts

We are proud to announce our partnership with PureFacts, a leading Canadian fintech company specializing in wealth management and financial services solutions. PureFacts is renowned for its innovative software and services, tailored to assist financial advisors and firms in managing client wealth, optimizing operational efficiency, and ensuring compliance with regulatory standards.

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En savoir plus sur les informations sur la retraite Milestones

Comment un outil de décumulation numérique peut augmenter les actifs sous gestion

Découvrez des stratégies fiscalement avantageuses pour votre revenu de retraite

Afficher un exemple de rapport

Tous les enseignements de l’expérience numérique dans un document PDF facile à lire et en marque blanche.

Optimiser le décumulation

Prioriser le retrait

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Retirement Income Planning: Insights for better advice

Discover How Our Milestones Retirement Insights Boosts Client Engagement and Enhances Financial Planning Conversations.

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