Are you seeking clarity and control over your retirement and estate planning?
Stop following one-size-fits-all advice. Embrace a plan that adapts to your unique situation.
Easy to Use
Dynamic
Secure
Better tools make better plans!
Imagine a financial concierge which could provide on-demand insight regarding your CPP & OAS situation, new tax laws, changes to RRSP and TFSA rules, factor in salary changes, or even suggest course corrections to mitigate any unexpected life circumstances which could derail your financial plan. That's a powerful tool to have on your journey toward maximizing retirement goals while minimizing taxation. That's Optiml™.
A strategy for life
Rather than a one-size-fits-all approach, or suggesting investments (leave that to your trusted financial advisor), Optiml™ is a completely new way to create a highly personalized dynamic plan crafted to maximize your financial and retirement goals while minimizing your tax burden.
Why we’re different
There’s nothing else exactly like Optiml™. Our key features set us apart from traditional financial tools. Take charge with a tax-efficient strategy to maximize your savings and support your ideal retirement lifestyle.
“Optiml makes financial planning a breeze. With its user-friendly interface, I simply plugged in my financial details and in a matter of minutes (or less!), it gave me customized and detailed scenarios for saving, spending, and optimizing my tax exposure. But the best thing about Optiml is the confidence and peace of mind it brings as I plan my financial future.”
– Gail Lethbridge
Our Network of Support
