See the Possibilities with RetireWare

Plan and Monitor
Plan and monitor — Planning retirement is an ongoing process. Your plan must be kept current to make sure your investments and future income are on track to maintain the lifestyle you want for you and your family. With RetireWare, your financial plan can be updated anytime with changing circumstances and unforeseen events.

Expert assistance
Post-retirement risk management framework — RetireWare helps you develop a financial plan for retirement, with an evaluation of the potential impact of each of the main post-retirement risks — longevity, market, inflation, early death, long-term care, etc. Results also include odds of success based on Monte Carlo simulation.

PDF reports
PDF reports — Reports include a detailed assesment, illustration of assets, cash flow forecast, recommended savings, numerous charts and detailed tables, and can be saved locally as PDF files or printed in full colour.

Worry-free retirement
Worry-free retirement — Monitor progress and see where you stand with respect to your long-term needs. All information is always available online in a format that's easy-to-use and visual, with dashboards, charts and comprehensive analysis and making updates is a breeze.

Data anywhere — Your data and files reside on our servers in a secure database, so it is always available anywhere and anytime. No possibility of losing your data ever because of theft or computer malfunction.

Online resources — Our Support Blog covers current events and planning topics with an emphasis on managing post-retirement risks. The Website also provides information on Canadian retirement and financial planning, such as Government benefits and applying for the CPP and OAS pensions.

Leading-edge models
Leading-edge models — RetireWare is loaded with standard product features [1] for a financial plan for you and your spouse. RetireWare also has an investor risk profile questionnaire, budget and net worth statement and detailed retirement goal setting. All results are based on accurate income tax calculations for taxable income, with an option to apply income splitting between spouses.

Help and support
Comprehensive help — RetireWare has detailed online help with all aspects of the software, and a product support blog with answers to common support questions. You also get unlimited online support on how to use the software.

Safe and secure — All sensitive data saved to our database is encrypted using a powerful algorithm. Transmission of data between our servers and your browser uses Secure Sockets Layer (SSL). Servers are located in a secure facility in one of North America's most connected buildings.

Intuitive and Visual

RetireWare dashboard Flexible reports

Intuitive interface

Support and resources

Related Pages

Note [1]: Types of assets include: registered, locked-in, TFSA, non-registered, property, business ownership, insurance and future assets. Types of income include: part-time temporary income, defined benefit pensions, pensions, annuities (including prescribed), Company savings (defined contribution, group RRSP, deferred profit sharing plan), Canada Pension Plan and Québec Pension Plan (including CPP sharing) and Old Age Security (inclusing OAS clawback).