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
Retirement Insights
Practical Reports
Save Time
Learn More about Milestones Retirement Insights
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?
Start Planning with Confidence — Your Way
Select the option that best suits your needs and budget​
Most Popular
Planner + Pro Support
$249.99
Year
Includes everything in the DIY Planner plus a 60-minute session with a Certified Financial Planner to review your plan and get expert answers.
60-minute Zoom consultation with a qualified CFP®
Personalized Q&A session
Implementation guidance
30-day email support
​Option to book further consultations for $149.99/hour
DIY Retirement Planner
$89.99
Year
For self-directed Canadians who want to create their own tax-smart retirement income plan at their own pace.
Full access to Milestones Retirement Calculator for 12 months
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Personalized retirement income plan
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Tax-efficient withdrawal strategy
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CPP & OAS optimization
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Income splitting for couples
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Support for corporations & part-time income planning
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Plan for life events (e.g. inheritances, downsizing, travel)
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Downloadable PDF reports
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Access to video tutorials
Have Questions?
We’re here to help. Whether you’re looking for more information, need clarification, or just want to explore your options, we’re happy to provide the answers you need.
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Simply click the button below to send us your question, and we’ll get back to you as soon as possible.
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Retirement advice that wins new business