Tell us about you

Lay the groundwork for your plan

Each answer updates the projection on the right so you can see the impact in real time. Save when you are ready to drill into detailed scenarios.

Birth year

Helps us map your retirement horizon.

Target retirement age

Current monthly spending

We will recommend a retirement budget from this number.

Expected monthly spending in retirement

Defaults to 70% of what you spend today. Adjust if you have a different vision.

Projection preview

Your plan taking shape

The projection canvas owns most of the space so you can see how each answer changes your outlook. We highlight the retirement year and show how much of the growth comes from new savings versus investment returns.

Annual data

Preview values by year

Expand to inspect the raw projections for every year in the horizon.

Year	Gross income	Net income	Lifestyle cost	Net worth	TFSA	RRSP	RRIF	Taxable	Contributions	Withdrawals	Investment

Timeline