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PPI x Milestones

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About Us

About Milestones Retirement Insights

Welcome to Milestones Retirement Insights, formerly known as Cascades Financial Solutions. Retirement income planning software built by advisors for advisors.

Our Story

Milestones Retirement Insights was born out of a passion for reshaping the landscape of retirement income planning in Canada. With years of experience and a commitment to innovation, we have evolved from Cascades Financial Solutions to bring you a more refined and dynamic approach to retirement planning.

Our Partnership with PureFacts

We are proud to announce our partnership with PureFacts, a leading Canadian fintech company specializing in wealth management and financial services solutions. PureFacts is renowned for its innovative software and services, tailored to assist financial advisors and firms in managing client wealth, optimizing operational efficiency, and ensuring compliance with regulatory standards.

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Learn More about Milestones Retirement Insights

How a digital decumulation tool can grow AUM

Discover tax-efficient strategies for retirement income

View a sample report

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

Optimize decumulation

Prioritize withdrawal

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Retirement Income Planning: Insights for better advice

Discover How Our Milestones Retirement Insights Boosts Client Engagement and Enhances Financial Planning Conversations.

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