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Retirement Report Options

  • DIY Retirement Planner

    89.99CA$
     
    For self-directed Canadians who want to create their own tax-smart retirement income plan at their own pace.
    Valid for 12 months
    • • Full access for 12 months
    • • Personalized retirement income plan
    • • Tax-efficient withdrawal strategy
    • • Income splitting for couples
    • • Support for corporations & part-time income planning
    • • Downloadable PDF reports
    • • Access to video tutorials
    • • Plan for life events (e.g. downsizing, travel)
  • Most Popular

    Planner + Pro Support

    249.99CA$
     
    Includes everything in the DIY Planner plus a 60-minute session with a Certified Financial Planner to review your plan and get expert answers.
    Valid for 12 months
    • • Everything in the One-Time Report
    • • 60-minute Zoom consultation with a qualified CFP®
    • • Personalized Q&A session
    • • Implementation guidance
    • • Option to book further consultations for $149.99/hour

  • Advisor Access Plan

    120CA$
    Every month
    For financial advisors who want to use Milestones Retirement Insights to build client retirement income plans. Includes full platform access, troubleshooting, and specialized planning support.
     14 day free trial
    • • Full access to Milestones Retirement Calculator
    • • Create personalized client retirement income plans
    • • Tax-efficient withdrawal strategies
    • • CPP & OAS optimization
    • • Income splitting for couples
    • • Support for corporations & part-time income planning
    • • Plan for life events (inheritance, downsizing, travel)
    • • Downloadable PDF reports
    • • Access to video tutorials
    • • Dedicated troubleshooting support
    • • Specialized support for complex client plans
    • • Support for client conversations
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