The Canadian Retirement Planner's Software™
by David Gobeil, MSc, CPA, CA, CFP®, CEA
Thank you for your interest in the Canadian Retirement Planner's Software. To view the sample plans please click the link below
Retirement Software Options
If you have any questions, reach out to firstname.lastname@example.org.
For Personal Use
Prepare your retirement savings plan or plan how to use your savings and best enjoy retirement.
For families with enough financial background and computer skills to take the Do-it-Yourself Approach.
$195 gives you 1 plan with multiple scenarios.
Hire a Planner
Need some help? Hiring a fee-only planner who will assist you in gathering your information, developing your assumptions, using the Software to prepare your draft plan, reviewing the plan with you, and completing the final plan that meets your needs.
For families looking for professional assistance to develop a plan.
Starting at $695
Want to Become a Partnered Planner
Do you offer retirement planning services and want to expand your practice in an ever-growing market?
Find out more about how to become a Certified Canadian Retirement Planner™ (CCRP™). And how the software can meet your planning needs for years to come.
Not Ready Yet?
If you have any questions you can get a call back from one of our staff. Just enter your contact details below and someone will contact you back in 24-48 hours. We look forward to hearing from you.