top of page

A practical planning solution for Canadians

Distribution/ decumulation planning is a more difficult planning process than accumulation.

We put an emphasis on human mortality

We allow income projections to be shaped for life’s challenges

We make the decision of timing CPP and OAS easy.

We solve for an unknown maximum retirement income and optimize overall taxation.

We encourage a living income plan easy collaboration between client and advisor.

We integrate with automated account aggregation providers.

Mission

To provide Canadians with:

•The confidence to retire without the fear that they will run out of money.

•The peace of mind that they have maximized their estate value for future generations.

A solution that helps answer “am I going to be ok?”

Quickly and accurately creates tax-efficient retirement income strategies for clients.

Makes retirement income planning easier for advisors.

Generates situation specific leads to position your product.

How It Works:

Milestones Retirement Insights' All-in-One Solution for Retirement Income Planning

4.png

Retirement Insights 

Practical Reports

Save Time

Learn More about Milestones Retirement Insights

An old couple using computer happily

The Evolution of Financial Services in Canada

Since the 1960s and 1970s, the whole financial advice industry has been focused on addressing one primary question for Canadians…

How much money will I need to retire?

View a sample report

All of the insight of the digital experience in a read-friendly, white labeled pdf document.

Optimize decumulation

Prioritize withdrawal

pexels-andrea-piacquadio-3783250.jpg
Colleagues at Work

See it in action

View a 5 minute demo and see for yourself how our retirement insights tool works.

Personalized Retirement Plans

Retirement Income Projections

Key 

Considerations

Retirement tax Amount

Individual 
Registration

Please complete the form to register for your complimentary access to Milestones Retirement Insights

Thanks for registering!

Subscribe to our newsletter to get all the updates and news about our retirement insights tool.

Thanks for submitting!

Retirement advice that wins new business

  • What is the cost for individual access?
    Milestones Retirement Insights is now pleased to offer free trials to the Canadian public. Gain access to the same tool advisors use to plan your retirement income. Register here: Individual Registration Link
  • Do you offer individual access to your software?
    Yes, we do provide individual access to our software
  • Is there a free trial available?
    Certainly! We offer a free trial. Simply subscribe on our website to enjoy the trial period and explore the benefits of our retirement income planner.
  • What does the free trial include?
    The free trial provides you with full access to our individual services, allowing you to experience the features and capabilities of our platform without any cost.
  • Can I cancel the free trial at any time?
    Yes, you can cancel the free trial at any time during the trial period without incurring any charges. We believe in providing flexibility to our users.
  • Are there any obligations after the free trial ends?
    No, there are no obligations after the free trial ends. If you decide not to continue with our services, you can simply cancel by sending us an email, and no charges will be applied.
  • What support is available during the free trial?
    We offer full customer support during the free trial period. If you have any questions or need assistance, feel free to reach out to our support team via info@milestones-retirement.com
  • Can I upgrade to a paid subscription before the free trial ends?
    Yes, you have the option to upgrade to a paid subscription at any time during the free trial period to enjoy uninterrupted access to our services.
  • How do I log in to Milestones Retirement Insights 1.0 (formerly Cascades Financial Solutions)?
    To log in to Milestones Retirement Insights 1.0 (formerly Cascades Financial Solutions) please use the following URL: https://cascadesfinancialsolutions.com/plan/#/login
  • Can I switch between 1.0 and the current version with the same login credentials?
    No, the login credentials for 1.0 are separate from the credentials used for the current version. Please ensure you use the correct login information for each version.
  • Why should I use 1.0 instead of the current 2.0 version?
    1.0 is available for users who prefer the older interface or need to access older saved reports. However, we recommend exploring the latest version for the most up-to-date tools and functionalities.
  • Is 1.0 still supported by customer service?
    Yes, 1.0 is still supported by our customer service team. If you have any questions or need assistance, feel free to reach out to us through email info@milestones-retirement.com
  • How much does the Advisor Portal subscription cost?
    The Advisor Portal subscription is priced at $125 per month.
  • Is technical support available for Advisors?
    Yes, we provide technical support for the Advisors. If you encounter any issues or have questions, contact our dedicated advisor support team at info@milestones-retirement.com
  • Are there any training resources available for Advisors?
    Yes, we offer training resources to help you make the most of planing for your clients. You can find tutorials on our private YouTube page, and our support team is available to assist with any additional training needs. Please email us for the YouTube link at: info@milestones-retirement.com
bottom of page