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Success Stories

Discover how Optiml has helped Canadians achieve their retirement goals through strategic planning and optimization.

Gill and Deshun's Retirement Success with Optiml
Retirement Planning

Tax-Optimized Withdrawal Strategy

Gill and Deshun's Retirement Success with Optiml

How a couple achieved their desired retirement income while increasing their estate value by 19% through strategic tax optimization.

Estate Goal

$2M

Achieved

Increased Retirement Spending Years

65-75

Maximized

Increased Retirement Spending

$1,004,206

37%

5 min read

Estate PlanningRetirement IncomeMaximize Estate
Trish & Michael's Retirement Balance
Estate Planning

Maximizing Retirement While Preserving Legacy

Trish & Michael's Retirement Balance

How a couple wiht a forecasted $5M estate was able to enjoy more in their early retirement years while ensuring a meaningful legacy for their children.

Additional After-Tax Income

$339,782

Increased 14%

Estate Fully Drained by 90

$0 Estate

Met

Annual After-Tax Income

~$100K

+14%

5 min read

Estate PlanningRetirement SpendingTax OptimizationSet Value
Billy's Maximum Retirement Spending Strategy
Retirement Planning

Optimizing Retirement Income Without Legacy Constraints

Billy's Maximum Retirement Spending Strategy

How a single retiree maximized his retirement spending while ensuring lifetime financial security through tax-efficient withdrawals.

Additional After-Tax Income

$339,782

Increased 14%

Estate Fully Drained by 90

$0 Estate

Met

Annual After-Tax Income

~$100K

+14%

5 min read

Maximum SpendingTax OptimizationRetirement Income

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