Optiml Quiz

What features are included in Optiml?

Customized and tax optimized deposit and withdrawal order
Optimized start ages for CPP/QPP and OAS
Ability to connect with your banking institutions for quicker updates and scenarios All of the above

What is the biggest advantage of using Optiml for your financial planning?

It uses generic rules of thumb to plan your finances It optimizes your taxes for the current year only It personalizes a lifetime tax strategy based on your unique goals and accounts It requires manual entry of all your investment account balances

At what age can Optiml help you decide to start collecting your CPP (Canada Pension Plan) benefits for maximum tax efficiency?

Fixed at age 65 Any age between 60 and 70, based on your personalized goals Only after retirement Optiml doesn’t consider CPP timing

How can Optiml help you plan for major life goals like buying a house, downsizing, taking a dream vacation, or hosting a wedding?

By setting up a simple savings target for each goal By creating a personalized strategy that integrates your goals into your overall financial plan By recommending generic budgeting rules for each type of goal Optiml doesn’t support planning for lifestyle goals

Quiz

Pass Optiml's quiz and receive a 10% off coupon!

What features are included in Optiml?

What is the biggest advantage of using Optiml for your financial planning?

At what age can Optiml help you decide to start collecting your CPP (Canada Pension Plan) benefits for maximum tax efficiency?

How can Optiml help you plan for major life goals like buying a house, downsizing, taking a dream vacation, or hosting a wedding?

Make your Optiml™ retirement plan