Save your energy for what really matters


Let our tool do the rest

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

Simple

Our calculator is very easy to use. In a matter of minutes, you will be able to get results of your financial plan.

Accurate

A tool that details in a very rigorous way each of the criteria evaluated according to government rules.

Flexible

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.

Complete

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.


Finally, a Quebec tool to help you plan your retirement!

Thanks to CalculRetraite, enter your data then do as many simulations as you want to find YOUR plan.


For individuals

  • Bring peace of mind, serenity in the face of retirement
  • Be in control of your solutions
  • Allows for making informed choices
  • Being able to do “real-time” follow-ups to adapt to life's fluctuations
  • Motivate yourself to save (if you are far enough from retirement)
  • Plan your dream retirement

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For the professionals

  • Facilitate their work to guide their client towards retirement
  • Saves time
  • Legitimacy of advice (backed by numbers)

Learn more

Additional services

Training

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 $70.00.


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Custom development

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.


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Demonstration*

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.


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Our plans


Individuel - Base - 2023

Individuel - Base - 2023 - Single purchase @ $49.00

  • Scenario alone or with spouse
  • Scenario comparison
  • Taxes
  • Savings plan (RRSP, TFSA, non-registered)
  • Public plan (QPP, Old Age Security)
  • GIS (Guaranteed Income Supplement)
  • Child benefit
  • Life annuity
  • RREGOP
  • DBPP (defined benefit pension plan)
  • DCPP (defined contribution pension plan)-LIRA
  • Withdrawal strategies
  • Rental income
  • Company income
  • Real estate management (sale-purchase)
  • RESP (contribution recovery)
  • Flexibility % increase in savings/salary
  • OAS reduction due timmigration
  • RRIF according tspouse's age
  • Spouse's TFSA savings
  • Transfer of non-registered funds tTFSA or spouse's TFSA
  • Precise management of non-registered tax

Individuel - Avancé - 2023

Individuel - Avancé - 2023 - Single purchase @ $129.00

  • scenario alone or with spouse
  • Scenario comparison
  • Taxes
  • Savings plan (RRSP, TFSA, non-registered)
  • Public plan (QPP, Old Age Security)
  • GIS (Guaranteed Income Supplement)
  • Child benefit
  • Life annuity
  • RREGOP
  • DBPP (defined benefit pension plan)
  • DCPP (defined contribution pension plan)-LIRA
  • Withdrawal strategies
  • Rental income
  • Company income
  • Real estate management (sale-purchase)
  • RESP (contribution recovery)
  • Flexibility % increase in savings/salary
  • OAS reduction due timmigration
  • RRIF according tspouse's age
  • Spouse's TFSA savings
  • Transfer of non-registered funds tTFSA or spouse's TFSA
  • Precise management of non-registered tax

Professionnel

Professionnel - Price per customer @ $129.00 Professionnel - unlimited (monthly subscription) @ $38.00 / month Professionnel - unlimited (annual subscription) @ $399.00 / year

  • scenario alone or with spouse
  • Scenario comparison
  • Taxes
  • Savings plan (RRSP, TFSA, non-registered)
  • Public plan (QPP, Old Age Security)
  • GIS (Guaranteed Income Supplement)
  • Child benefit
  • Life annuity
  • RREGOP
  • DBPP (defined benefit pension plan)
  • DCPP (defined contribution pension plan)-LIRA
  • Withdrawal strategies
  • Rental income
  • Company income
  • Real estate management (sale-purchase)
  • RESP (contribution recovery)
  • Flexibility % increase in savings/salary
  • OAS reduction due timmigration
  • RRIF according tspouse's age
  • Spouse's TFSA savings
  • Transfer of non-registered funds tTFSA or spouse's TFSA
  • Precise management of non-registered tax


This tool is an Excel file, compatible with Excel Mac and Windows versions, from version 2010. However, it is not compatible with Numbers, OpenOffice or GoogleSheets.

*Please note that this demo version allows you to test up to the 15th year.

Our team


Julie Trottier

Julie Trottier

President
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Marc-André Martel

Marc-André Martel

VP, Director of Development
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