Individual
DIY — Full-featured Web-based risk management and retirement planning software, with 10 files for sophisticated users who want to do their own plan.

DYI user
Professional — Full-featured Web-based risk management and retirement planning software, with 50 files for financial advisors who want to prepare retirement plans for their clients.

Advisor
Collaborative — Full-featured Web-based risk management and retirement planning software, with 200 user accounts for your Leader's Group. For qualified advisors only.


Plan DIY Professional Collaborative
Conditions None None Qualified advisor [1]
Number of files 10 50 200
SSL data encryption Yes Yes Yes
Standard product features [2] Yes Yes Yes
Monte Carlo simulation Full analysis Full analysis Full analysis
Risk analysis Full analysis Full analysis Full analysis
Economic forecast Custom Custom Custom
Reports Fully editable Fully editable Fully editable
Network management tools No No Yes
Profile No No Yes
Support Blog and email Blog, and email Blog, email, toll-free [3]
Purchase extra files [4] - - $20 / month for 100
Monthly subscription * - $24.95 $49.95
Annual subscription * $59.95 $69.95 $249.95 $499.95
  Subscribe Subscribe Subscribe

Notes

[1] Qualified Advisor

A qualified advisor is a person who works in the financial services industry in Canada for a verifiable employer and who has a professional designation in good standing that is relevant for providing financial advice.

* Subscription Prices

Prices are before Goods and Services Tax (GST) or Harmonized Sales Tax (HST) based on province of residence. [See our Special Offers!]

[2] Standard Product Features

Standard product features include information considered for developing a financial plan for retirement for the user and his or her spouse, such as common income and asset types: registered, locked-in, TFSA, non-registered, property, business ownership, insurance, Government and company pensions and annuities. Also included are the investor profile, budget and net worth statement, future assets and income and detailed retirement goal setting.

[3] Toll-Free Support

Toll-free support is delivered via a call-back number. Calls are returned within two business days. A user is entitled to up to five support calls.

[4] Purchase Extra Files

A professional user has the option to purchase extra files in blocks of 100 for $20 per month. For a monthly subscription, a $20 charge (plus GST/HST) is added to the monthly subscription for each block of 100 files. For an annual subscription, an immediate charge of $20 times the remaining number of complete months to renewal is payable for each block of 100 files. Upon renewal of an annual subscription, a extra amount of $240 for each block of 100 files is added to the subscription price for the subsequent year.

Frequently Asked Questions

Do you have special offers?

Yes! Save $10 on a DIY subscription, or up to $200 on a professional subscription. Click here for details.

Can I cancel my subscription?

If you cancel a paying plan within 30 days of signing up you won’t be charged. If you do choose to cancel your account in the future you will never be charged again, but you are responsible for charges already incurred up to the end of the month of your cancellation. We don’t prorate for partial months.

What types of payment do you accept?

Currently we accept Visa, Mastercard, and American Express. We only accept payments online so we do not accept cheques or money orders.

Is my data is safe?

Our state-of-the-art computer servers are protected by biometric locks and 24-hour surveillance. Our product software and infrastructure is updated regularly with the latest security patches. Our network is protected by an enterprise-class firewall to keep your data safe.

Can I get a 30-day free trial?

We do not offer free trials. However, there is an unconditional 30-day money back guarantee.

Any questions before you sign up?

If you have questions about RetireWare or the sign up process just submit a support request and we’ll get right back to you.

Do I have to sign a long term contract?

No. RetireWare is a pay-as-you-go service. There are no long term contracts or commitments on your part. You simply pay month-to-month. If you cancel, you’ll be billed for the current month during which you cancelled, but you won’t be billed again.

If you have an annual subscription, you can cancel at the time of annual renewal, when you have the option to continue your subscription. Annual subscriptions are not automatically renewed.

Are there per-user fees?

No. The prices you see above are all inclusive. You can have up to 50 users with the professional version, and 200 users with the professional collaborative version. That means you pay the subscription fee no matter how many users you have as long as it’s 200 or less. If you have more users, you can expand your limit by purchasing a block of 100 users or upgrading to the professional collaborative version.

What web browsers work with RetireWare?

Internet Explorer 8 and higher, Firefox 3,6 and higher, Safari 5 and higher, Chrome 17 and higher.

What are the terms of use and privacy policy?

Here are our Terms of Use and our Privacy Policy.