Retirement planning calculators are essential tools for financial professionals who want to help their clients build confidence in their retirement strategy. These robust, interactive tools allow clients to explore a wide range of “what-if” scenarios—giving them a clearer picture of what it takes to retire comfortably and securely.

Calculators to help determine “Will the money last?”

With these calculators, clients can better understand how much capital they’ll need, when to take CPP benefits, and how factors like taxes, inflation, and rate of return impact long-term retirement savings. They also provide insight into key Canadian retirement vehicles such as  RRSPs, Spousal RRSPs, TFSAs, and LIF, and RRIFs.

A Practical and Proactive Approach to Retirement in Canada

Empower your clients with tools that make retirement planning more personal, practical—and powerful.

Retirement planning is rarely simple. It’s a long-term journey shaped by income, taxes, inflation, lifestyle goals, and countless variables. As a financial professional, your role is to help clients cut through the complexity and make confident, informed decisions.

That’s where retirement planning calculators come in.

Retirement Planning Calculators for Your Website

Adding interactive, client-facing retirement planning calculators to your corporate website does more than enhance the digital experience—it supports deeper, more meaningful advice. These tools allow your team to connect with a wider range of people, meet them where they are, and provide tailored insights that move the conversation forward.

With built-in calculators, you can:

Differentiate with a higher level of advice
Show that you’re not just selling services—you’re delivering value and clarity.

Engage a broader audience
Reach everyone from early savers to late-stage planners with tools that speak their language.

Encourage return visits and longer engagement
Interactive tools create a reason for clients (and prospects) to come back, again and again.

What Retirement Planning Calculators Do

These intuitive tools help clients:

• Project future retirement income based on current savings, contributions, and timelines
• Understand how early or delayed CPP withdrawals impact income
• Compare different savings strategies for long-term tax efficiency
• Factor in real-world considerations like inflation, healthcare costs, and life expectancy

Whether clients are just beginning to plan or approaching retirement, these calculators provide an accessible starting point—and a reason to keep the conversation going.

From Numbers to Insight: The Value of Professional Advice

While calculators are powerful on their own, their true value emerges when paired with professional guidance. These tools give clients a clearer picture of where they stand, but your advice helps them understand what it means—and what to do next.

Ready to Elevate Your Client Experience?

Integrate professional-grade retirement planning calculators into your firm’s website and give your clients (and advisors) the tools to plan better, together.

Available as stand-alone digital tools or part of FreshPlan’s integrated planning suite.

Consumer-facing
These consumer-facing retirement planning calculators can be embedded in your web site quickly and easily.

Responsive
Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

English and French
Calculators are available in English and French.