The Canadian Retirement Planner's Software

by David Gobeil, MSc, CPA, CA, CFP®, CEA

Professional Planners and Gifted Amateurs can prepare sophisticated retirement plans that sort through all of the complexities of the Canadian Retirement System with employer pensions, government pensions, Tax-Free Savings Accounts, Registered Retirement Savings Plans, Registered Retirement Income Funds, Locked-in Retirement accounts, minimum withdrawals, age tax credits, pension income splitting, etc.

You can plan out the accumulation of funds for retirement over many years, assess an early retirement offer from an employer with pension alternatives, and figure out how best to withdraw funds during retirement to sustain targeted lifestyle expenditures.

The Canadian Retirement Planner's Software™ was first developed in 1987 and has since been used by professional firms to produce retirement plans for thousands of their clients. And Gifted Amateurs have learned much about our retirement and income tax systems.