What Is a CCPC?

A Guide for Canadians Looking to Build Wealth the Smart Way

Maximizing Estate Value vs. Minimizing Lifetime Taxes

A Strategic Tradeoff in Retirement Planning

Introducing Custom Plan

Because Life Doesn’t Always Follow the Math.

Retirement Reality Check: How Canadians Are Rewriting the Rules in 2025

Canadians Are Demanding Financial Clarity — And It's About Time

How Much Do I Need to Retire in Canada?

Navigating Uncertainty

How Canadians Are Taking Control of Their Financial Future.

Market Volatility

The Power of Long-Term Planning.

The Great Wealth Transfer

How to Plan Wisely and Minimize Taxes on Your Inheritance.

Why Is It So Hard to Find Financial Information in Canada?

A look at the challenges Canadians face when trying to find financial information.

Capital Gains Inclusion Rate

What the Rollback Means for You

Goal-Based Financial Planning with Optiml

A Smarter Path to More Wealth

CPP and OAS

Should You Start Early, On Time, or Late?

Why Optiml and Why Now

Navigating the Modern Canadian Financial Landscape

New Contribution Limits and Capital Gains Tax Changes

Navigating Canada's 2025 Financial Landscape

Introducing the Optiml Blog

Welcome to the Optiml Blog, where we'll share insights, strategies, and expert advice to help you optimize your financial future.