RetireZest — Canadian Retirement Planning

Will Your Money Last?

See exactly how much you can spend in retirement — whether it's ten years away or already here — with real CPP, OAS, and 2026 tax rules built in.

Singles
Couples
Corporate Accounts
Quebec QPP
Real Estate

Not ready to sign up? Try the free “Can I Retire?” calculator — no name or email needed.

2,000+ retirement plans simulated by Canadians since launch.

Built for Canadians
Built for Privacy
2026 Tax Rates
Zest Score™Healthy
87/ 100
Success Rate
100%
Years Funded
30
Best Strategy
Proportional WithdrawalsRecommended

The Questions That Keep Retirees Up at Night

Most Canadians face these challenges when planning for retirement

When should I take CPP and OAS?

Choosing the wrong age could cost you tens of thousands in lifetime benefits.

CPP timing guide →

Will my money last through retirement?

Uncertainty about whether your retirement plan can sustain your lifestyle for 25-30+ years.

Retirement savings targets →

Am I paying more tax than I need to?

The wrong withdrawal order from RRSP, TFSA, and non-registered accounts costs you in taxes.

Withdrawal order guide →

Can my plan survive a downturn?

Market drops, high inflation, or unexpected expenses can derail even a solid plan.

Sequence of returns risk →

Rules of thumb and generic calculators can't handle the Canadian parts — CPP timing, RRIF minimums, OAS clawback, GIS. RetireZest runs your actual numbers through those rules, so the answers are yours, not averages.

RetireZest Gives You Clear Answers

RetireZest is a self-serve planner that simulates your retirement year by year — income, taxes, CPP, OAS, withdrawals — from today into your 90s. No advisor required, no bank access, free to start.

Zest Score™

Your Retirement Health at a Glance

One score from 0-100 — like a credit score, but for your retirement plan. It shows how strong your plan is today, and where to focus to improve it.

Smart Scenarios

Stress-Test Your Plan

What if inflation spikes? Markets drop? You spend more? Test real-world scenarios and compare results side by side.

CPP & OAS Timing

When Should You Take Benefits?

Take CPP at 60, or wait for more later? Try every start age and see the lifetime dollar difference — for each partner separately.

Strategy Comparison

Find Your Best Withdrawal Strategy

The order you draw from your accounts can change your lifetime tax bill. We compare 8 draw orders on your numbers and recommend the best fit.

Quarterly Check-Ins

Stay on Track After You Plan

Each quarter, enter your real account balances and see how you’re tracking against the plan. Your plan stays a living document — not a one-time report.

Corporate Planning

Built for Business Owners

Model corporate accounts with eligible/non-eligible dividends, capital gains, and tax-efficient drawdown from your holding company.

Real Estate & Downsizing

Your Home Is Part of the Plan

Include your home, rental income, and a future downsize. See how selling or downsizing changes your retirement income — with the principal residence exemption handled for you.

Saving to Spending

Plan Before and After Retirement

Still working? Keep growing your RRSP and TFSA through your final working years. Couples can retire at different times — the plan handles the transition.

Learn While You Plan

Education Built In

Tap any term — CPP, OAS, RRIF, GIS, OAS clawback — and get a plain-English explanation right where you need it. No jargon.

AI Analysis

Personalized AI Insights

AI summaries explain what each result means for your plan — and what’s worth looking at next.

From Questions to Clarity in 3 Steps

Check feasibility → Build your profile → See your Zest Score

1

Quick Feasibility Check

2 minutes

Check if early retirement is realistic with our readiness assessment. Get instant feedback on where you stand.

2

Build Your Profile

15 minutes

Add your income, assets, expenses, and retirement goals through our guided setup wizard. Learn as you go with built-in explanations.

3

See Your Zest Score™

Instantly

Get your retirement health score, stress-test with smart scenarios, compare withdrawal strategies, and see year-by-year projections.

No credit card required • 15-minute setup • Cancel anytime

Secure, Private, and Accurate

Your retirement planning deserves the highest standards of security and precision

Built for Privacy

  • Encrypted (TLS) connections
  • Bcrypt-hashed passwords
  • Canadian-hosted data
  • No data selling

Verified Users Only

  • Email verification required
  • Secure account registration
  • Protected user data
  • No anonymous access

Canadian-Specific

  • 2026 government rates
  • Tax support for every province & territory
  • CRA-aligned calculations
  • PIPEDA compliant

Accurate Calculations

  • Verified against official government sources
  • Regular updates
  • Transparent methodology
  • Financial planner reviewed

Free to Start

  • No credit card required
  • Core features included free
  • Export your data anytime
  • Cancel anytime
2,000+
Plans Simulated
8
Withdrawal Strategies Compared
2026
Latest Tax Rates

Important: RetireZest is a retirement planning tool for educational purposes and does not provide personalized financial advice. Always consult with a licensed financial advisor before making decisions about your retirement.

Frequently Asked Questions

Everything you need to know about RetireZest

See If Your Money Lasts — and Get Your Score

Build your plan, stress-test it, and see where you stand with your Zest Score™ — no credit card required.

“I did my mum and my Q2 update… I like this feature. I also think it is unique right now.”
— A RetireZest user, on quarterly check-ins

No credit card required • 15-minute setup • Cancel anytime

Free Plan Available
Secure & Private
2026 Tax Rates