Partner Program
Partner with Milestones Retirement Insights
Help your clients or audience clearly understand their retirement income, not just guess a number.
Make Retirement Planning Clear and Actionable
Most Canadians don’t know if they’re actually on track for retirement.
They’re given general targets, rough estimates, or told they need a certain number, but that doesn’t show how their income will actually work.
Milestones Retirement Insights changes that.
It allows you to model real retirement scenarios, showing how income, CPP, OAS, taxes, and withdrawals come together over time so your clients or audience can clearly see their financial future.
Instead of guessing, they get clarity.
Who this is for?
How It Works & What You Get
Why partners use Milestones:
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Make complex retirement concepts easier to explain
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Provide real value to clients or followers
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Strengthen trust and engagement
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Offer something practical, not just education
As a partner, you’ll receive:
As a partner, you’ll receive:
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Free 15-day trial access
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Sample reports you can share
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A unique referral code or link
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Optional discount for your audience or clients
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Support if you want to walk through scenarios
How it works:
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Register below for access
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Explore the platform
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Share your personal discount code with your clients or audience
Partner Access Form
Ready to Get Started?
Start your free trial access and see how Milestones can support your clients or audience.
Tell us a bit about yourself so we can set you up with access and support.
Once submitted, you’ll receive next steps by email, including access to explore the platform and your partner code.