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.
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•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
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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…
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​How much money will I need to retire?
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Retirement advice that wins new business