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Your go-to resource for Optiml updates, tax insights, case studies, and the latest news to help you optimize your financial future.

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

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

Alex Ingham

3 min read

March 28, 2025

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

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

Zac Davies

7 min read

March 21, 2025

How Much Do I Need to Retire in Canada?
Retirement Planning

How Much Do I Need to Retire in Canada?

Zac Davies

5 min read

March 14, 2025

Navigating Uncertainty
Tarrifs

Navigating Uncertainty

How Canadians Are Taking Control of Their Financial Future.

Max Jessome

3 min read

March 7, 2025

Market Volatility

Market Volatility

The Power of Long-Term Planning.

Max Jessome

3 min read

February 28, 2025

The Great Wealth Transfer
Inheritance Planning

The Great Wealth Transfer

How to Plan Wisely and Minimize Taxes on Your Inheritance.

Max Jessome

4 min read

February 21, 2025

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

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

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

Alex Ingham

4 min read

February 14, 2025

Capital Gains Inclusion Rate
Tax Planning

Capital Gains Inclusion Rate

What the Rollback Means for You

Max Jessome

5 min read

February 7, 2025

Goal-Based Financial Planning with Optiml
Financial Planning

Goal-Based Financial Planning with Optiml

A Smarter Path to More Wealth

Max Jessome

5 min read

January 31, 2025

CPP and OAS
Financial Planning

CPP and OAS

Should You Start Early, On Time, or Late?

Max Jessome

4 min read

January 24, 2025

Why Optiml and Why Now
Company News

Why Optiml and Why Now

Navigating the Modern Canadian Financial Landscape

Max Jessome

4 min read

January 17, 2025

New Contribution Limits and Capital Gains Tax Changes
Tax Planning

New Contribution Limits and Capital Gains Tax Changes

Navigating Canada's 2025 Financial Landscape

Max Jessome

6 min read

January 10, 2025

Introducing the Optiml Blog
Company News

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.

Max Jessome

6 min read

January 3, 2025

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Empowering Canadians to take control of their financial future.

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BBB RATING: A+

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