Success Stories
Discover how Optiml has helped Canadians achieve their retirement goals through strategic planning and optimization.
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 Value Increase
$1,873,149
19%
Income Goals
100%
Met
Estate Tax
Reduced
12%
5 min read
Maximizing Retirement While Preserving Legacy
Trish & Michael's Retirement Balance
How a couple with a forecasted $5M estate was able to enjoy more in their early retirement years while ensuring a meaningful legacy for their children.
Estate Goal
$2M
Achieved
Increased Retirement Spending Years
65-75
Maximized
Increased Retirement Spending
$1,004,206
37%
5 min read
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
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