Retirement Optimizer

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Canada
Toronto, ON
Retirement Optimizer

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

09/16/2026

We are proudly Canadian-focused, meaning we can improve our technology around the realities advisors and their clients face.

From evolving tax legislation to changes in government programs and regulations, our focus stays right here at home.

Made by Canadians, for Canadians.

08/06/2026

Retirement planning isn't just about how much to withdraw, it's about how to withdraw.

Our software optimizes corporate and personal withdrawals to reduce taxes, increase after-tax income, and improve estate value.

07/30/2026

Smarter withdrawal strategies can mean more after-tax wealth for clients.

Retirement Optimizer helps advisors identify opportunities that manual planning may overlook.

07/23/2026

Retired business owners face thousands of withdrawal combinations including dividends, salary, capital gains, registered and non-registered accounts.

Retirement Optimizer analyzes countless scenarios to maximize net- estate value.

07/21/2026

Smarter withdrawals can lead to better retirement outcomes.

Retirement Optimizer evaluates thousands of withdrawal scenarios to help advisors build more tax-efficient retirement plans.

07/16/2026

Over a 30-year retirement, withdrawal decisions can make a huge difference.

Our software blends withdrawals from corporate and personal assets to increase tax-efficiency and net- estate value.

07/14/2026

Our software specializes in optimizing withdrawals across both corporate and personal assets, helping advisors uncover tax efficiencies that traditional planning strategies often overlook.

The result: more informed recommendations, larger after-tax estates and greater client value.

07/09/2026

The timing of retirement withdrawals can have a major impact on taxes and lifetime income.

Retirement Optimizer optimizes withdrawals to help your clients' save money.

07/07/2026

Are your clients withdrawing retirement income as tax-efficiently as possible?

Retirement Optimizer helps advisors uncover opportunities that traditional planning methods may miss.

07/02/2026

When corporate and personal withdrawals are planned separately, valuable tax-saving opportunities can be missed.

Retirement Optimizer's software blends withdrawals from all of a client's accounts to increase after-tax wealth.

Address

719 Bloor Street W. Suite 305
Toronto, ON
M6G1L5

Website

https://retirement-optimizer.ca/welcome

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