The $49 Retirement Plan!

We’re excited to introduce the $49 Retirement Plan. This is an exciting new way to create a retirement plan in Canada!

With PlanEasy our goal from the very beginning was to make retirement planning easy, accessible, and inexpensive. With this new $49 Retirement Plan from our sister company Adviice we are getting extremely close to that goal.

What is Included in the $49 Retirement Plan?

When you sign up for the $49 Retirement Plan, you’re getting more than just the software platform, you’re getting access to a full retirement planning ecosystem built to provide you with clarity, confidence, and control over your financial future.

You’re getting access to…

– Retirement Planning Platform
– AI Strategies
– Community Support Forum
– Educational Webinars (2x per Month)
– Optional 1:1 Platform Training

Here’s is some more detail on what you can expect…

1. Retirement Planning Platform

At the core of the $49 Retirement Plan is our intuitive platform that lets you model your retirement, test decumulation ideas, and visualize outcomes. With the annual plan you get unlimited plan updates for 12 months, you can explore up to nine different retirement scenarios side-by-side, and create detailed, year-by-year projections. Want to compare CPP at 60 versus 65? Or test the impact of downsizing your home? The scenario comparison feature helps you weigh trade-offs with precision.

Watch The Video!

2. AI Strategies

Our AI Strategies acts like a retirement planning co-pilot. Exploring different scenarios, highlighting opportunities, and flagging risks that may not be obvious. The AI Strategies helps you answer typical retirement planning questions, things that you would normally ask a financial planner. For example…

• “When should I start my CPP?”
• “Would an RRSP Meltdown help my plan?”
• “How much tax will I pay in retirement?”
• “How much extra can I spend in the Go-Go phase of early retirement?”
• “Will I run out of money in retirement?”

The AI Strategies are continuously evaluating your retirement plan every time you make an update.

3. Community Support Forum

Our community support forum means that you are not in this alone. Gain access to our active community forum, where you can ask questions, get help, and even share your plan anonymously to receive feedback. Whether you’re fine-tuning your withdrawal strategy or just starting out, the forum is a great place to connect with others who are also creating their retirement plan.

4. Educational Webinars (2x per Month)

Learning how to build your retirement plan doesn’t have to be overwhelming. With bi-monthly webinars, we walk through platform features, answer common questions, and build real-world case studies live. Whether you’re a beginner or an expert, there’s always something new to learn about how to create a better retirement plan.

5. Optional: 1:1 Platform Training

Need extra help? Book a 1:1 session with a Certified Financial Planner (CFP) or Qualified Associate Financial Planner (QAFP) for $225. Get personalized guidance on your platform set up, troubleshoot issues, and ask questions about the output of the plan.

PlanEasy vs Adviice

The Adviice platform was incubated within PlanEasy over a few years. What began as a tool for our own clients has grown into something much more. We decided that to grow the platform it needed to have its own space.

PlanEasy will continue to offer 1:1 retirement planning for a small number of clients. Going forward, we will only be taking on one new client per month.

Adviice will continue to expand the platform, making retirement planning available to 100,000’s of Canadian households.

Blog post continues below...

Why We Created The $49 Retirement Plan

We know that many Canadians either delay or avoid retirement planning because it feels expensive, complicated, or intimidating. We wanted to break that cycle by making retirement planning easy, accessible, and inexpensive.

By offering a comprehensive, AI-supported retirement planning platform for just $49/year, we’re removing some of those barriers to retirement planning. Whether you’re 10 years from retirement or already there, you deserve access to the tools and knowledge that can make your money last longer and your retirement more enjoyable.

Start Building Your Retirement Plan Today

Come join us. You can get started with the $49 Retirement Plan by going to adviice.ca and clicking “For Clients”.

You deserve the perfect retirement, and it starts with having the right plan!