With Optiml™, you’ll always steer your progress no matter where life’s roads may lead. You can’t predict the future, but you can test and adapt your plan anytime.
Should you max out your RRSP? Timing is everything, and Optiml™ will ensure you’ve maximized your savings potential, while minimizing tax exposure.
How do you keep up with changing government rules and new programs? Let Optiml™ do that for you. Your financial plan stays updated to ensure every advantage.
Think of Optiml™ as a crystal ball to envision your financial future using your own information to project, plan, and adapt as circumstances change throughout your life.
Can’t wait for those CPP benefits to come rolling in at age 65? Sometimes you really should wait, and Optiml™ can tell you why, and when is best for your retirement.
With Optiml™ insights, you’ll learn the most tax-efficient strategies and determine the perfect timing for withdrawing your funds during retirement.
Downsizing for retirement often makes sense. With Optiml™ insights, you can model scenarios to ensure the best balance between your lifestyle and financial implications.
What’s the best age to start OAS benefits? That all depends on you! Optiml™ considers your current situation, and also allows you to model unlimited what-if scenarios.