Our tool
- Answers questions about retirement
- Produces complete reports and is easy to use
- Suitable for both professionals and individuals
Compare the plans Try it for free
Our calculator is very easy to use. In a matter of minutes, you will be able to get results of your financial plan.
A tool that details in a very rigorous way each of the criteria evaluated according to government rules.
It lets you try multiple scenarios based on your dreams and goals. You will be able to directly observe the impact of your choices according to the chosen scenarios.
You are able to evaluate and observe each criterion that makes up a retirement plan in a very precise way. Thus, you will be able to optimize every dollar earned during your life.
Thanks to CalculRetraite, enter your data then do as many simulations as you want to find YOUR plan.
« The tool allowed me to do all the simulations needed to help my client understand her situation.
Alongside my client, I was able to develop different disbursement scenarios for her retirement. In addition, I was able to help my client save thousands of dollars, not only in taxes, but in her immediate future since she had a clear vision of it. My client was very insecure about her retirement, but we were able to answer all of her questions and much more! She was stressed and anxious at first, but then left smiling and reassured. Julie was extraordinary throughout the session. Obviously, she knows her stuff. »
- Clément Charest, Professional Plan User
« The simulation spreadsheet is extremely comprehensive and easy to use.
Being already retired and having a good financial planner, I was missing an independent tool to generate high-level discussions with my planner on calculation basis. With this spreadsheet, I can create future scenarios, for example, on the impact of selling my residence on my taxes. The spreadsheet allows me to update my financial situation over time and see the impact on my possible spending level. For government employees, the tool allows for quick simulation of future pension from different retirement programs, keeping up-to-date. Since my retirement fund is largely based on a LIRA, I was able to accurately estimate temporary income between the ages of 60 and 65. As we are experiencing a period of market instability, the tool allows me to make both pessimistic and optimistic return scenarios. »
- Marc-André Tremblay, Advanced Plan User
A personalized meeting is possible if you need help with CalculRetraite.
During this training, we will make sure that the data is entered correctly, answer your specific questions and show interesting tricks.
This virtual meeting lasts 1 hour, and costs $80.00.
Does your situation require a particular calculation?
Want to add a feature to your file?
As a professional, do you want to personalize the documents provided to your clients?
Send us your requests and we will make you an estimate.
As a professional, do not hesitate to contact us so that we can plan a demonstration of CalculRetraite - pro together before your purchase.
*Pro plan only.
This tool is an Excel file compatible with Excel Mac and Windows versions from version 2010. However, it is not compatible with Numbers, OpenOffice and GoogleSheets.
