Blog

The Canadian Retirement Planner's Software

The brokerage firms and money management firms have developed or purchased Retirement Planning Software to serve their clients for whom they provide full-service, investment management with a fee structure based upon the amount of funds invested. This Software is quite sophisticated.

They do not make this Software available to Do-It-Yourself (DIY) investors. If you find a website that offers to prepare a retirement plan for you, it is phishing, looking to take over the management of your assets…

Read more…