Retirement Optimizer

Retirement Optimizer Financial planning software for Canadian Advisors. An AI-driven optimization engine designed specifically for complex portfolios

How much time do you spend refining retirement plans?For high-net-worth clients, small changes in withdrawal order can s...
05/28/2026

How much time do you spend refining retirement plans?

For high-net-worth clients, small changes in withdrawal order can significantly impact taxes and estate value.

What if you could run thousands of combinations to find the best solution, in minutes?

Retirement planning for high-net-worth clients isn’t just about investment returns.Every withdrawal decision affects tax...
05/26/2026

Retirement planning for high-net-worth clients isn’t just about investment returns.

Every withdrawal decision affects taxes, longevity, and estate value. How do you know you've found the right balance?

Our software can help.

Business owners expect precision — in their business and their retirement plan.Retirement Optimizer evaluates millions o...
05/21/2026

Business owners expect precision — in their business and their retirement plan.

Retirement Optimizer evaluates millions of withdrawal scenarios to generate optimized decumulation plans, helping advisors exceed client expectations.

05/19/2026

Advisors spend significant time manually testing withdrawal strategies, particularly where corporate structures are involved.

The complexity is real. The inefficiencies are real. And the differentiation opportunity is real.

Is optimization part of your tech stack infrastructure?

05/14/2026

Decumulation for business owners is complicated!
Our software determines the ideal withdrawals of each account, all in relation to the entire portfolio.
Build better plans, faster.

When building retirement plans, how much time do you spend testing withdrawal order variations?Retirement Optimizer runs...
05/12/2026

When building retirement plans, how much time do you spend testing withdrawal order variations?
Retirement Optimizer runs millions of scenarios to deliver truly optimized withdrawals beyond rules-of-thumb. All within a matter of minutes.

Create better plans in less time.Because In a market where everyone uses the same tools, the better math wins.
05/07/2026

Create better plans in less time.
Because In a market where everyone uses the same tools, the better math wins.

05/05/2026

Imagine telling your client: “We tested thousands of withdrawal combinations to maximize your after-tax retirement income and estate value.”

That’s very different from, “We usually withdraw from these accounts first.”

Clients may not understand the math, but they understand the better plan.

In a competitive advisory market, differentiation matters. When many advisors use the same tools to create similar plans...
04/30/2026

In a competitive advisory market, differentiation matters. When many advisors use the same tools to create similar plans, how do clients choose?

Stand out with AI-driven optimization designed specifically for complex portfolios.

What age should a client start CPP?Common advice states 60, 65 or 70.But the best answer could be none of the above.The ...
04/28/2026

What age should a client start CPP?
Common advice states 60, 65 or 70.
But the best answer could be none of the above.

The ideal time depends on many factors, including:
- Current and future income levels
- Tax implications
- Withdrawal strategies

Our software analyzes these factors in sequence to every other aspect of a client's portfolio to determine the optimized year and month to start CPP and OAS.

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719 Bloor Street W. Suite 305
Toronto, ON
M6G1L5

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