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Retirement Report Options

  • DIY Retirement Planner

    89,99$
    For self-directed Canadians who want to create their own tax-smart retirement income plan at their own pace.
    Valable 12 mois
    • • Full access for 12 months
    • • Personalized retirement income plan
    • • Tax-efficient withdrawal strategy
    • • Income splitting for couples
    • • Support for corporations & part-time income planning
    • • Downloadable PDF reports
    • • Access to video tutorials
    • • Plan for life events (e.g. downsizing, travel)
  • Most Popular

    Planner + Pro Support

    249,99$
     
    • • Everything in the One-Time Report
    • • 60-minute Zoom consultation with a qualified CFP®
    • • Personalized Q&A session
    • • Implementation guidance
    • • Option to book further consultations for $149.99/hour
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