Retirement Optimizer
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Financial planning software for Canadian Advisors. An AI-driven optimization engine designed specifically for complex portfolios
Decumulation for business owners is complicated!
Our software determines the ideal withdrawals of each account, all in relation to the entire portfolio.
Build better plans, faster.
05/07/2026
Create better plans in less time.
Because In a market where everyone uses the same tools, the better math wins.
Imagine telling your client: “We tested thousands of withdrawal combinations to maximize your after-tax retirement income and estate value.”
That’s very different from, “We usually withdraw from these accounts first.”
Clients may not understand the math, but they understand the better plan.
Click here to claim your Sponsored Listing.
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Contact the business
Address
719 Bloor Street W. Suite 305
Toronto, ON
M6G1L5
