DESIGN YOUR RETIREMENT | AVAILABLE NOW
Build the foundation for the retirement you want
Estimate what you may need, understand what public income could cover, and make more informed decisions about where your next dollar goes.
What you'll build
- Your first-draft Retirement Number: Estimate what the retirement lifestyle you want may cost and create a practical number you can refine over time.
- Your Public Income Baseline: Bring together the CPP or QPP, OAS and other public retirement income information that may apply to you.
- Your Next-Dollar Map: Build a practical framework for deciding where future savings may go based on your goal and timeline.
- Included resource: Your Account Cheat Sheet, to help you understand the role of different account types.
You'll leave with clearer questions, saved work and a stronger starting point for your next decisions, whether you continue on your own or with a professional.
Three steps. One connected foundation
Build Your Retirement Number
Translate retirement lifestyle costs into a practical first draft.
Understand Public Retirement Income
Learn how CPP or QPP, OAS and related public benefits may fit into your picture.
Choose Your Accounts
Understand the main Canadian account types and build your Next-Dollar Map.
Don't just watch the course. Build as you go
The Retirement Readiness Tracker turns the lessons into saved work. Record your numbers, decisions and questions as you learn, then return to update them as your retirement picture develops.
See the Retirement Readiness Tracker in action
What learners are saying
“During my years in banking, I saw many people approach retirement without a clear plan. This course brings the different pieces together in a practical, easy-to-follow way.”
Jacques
“I feel more confident and in control now. The course helped me understand how the key parts of retirement planning connect, so I know what to focus on next.”
Olivia
“The Tracker helped me estimate how much I may need for the retirement lifestyle I want. The practical tools made it easy to apply what I learned without overthinking it.”
Brenda
You don't need everything figured out before you begin
You don't need perfect numbers. You don't need to understand every Canadian retirement rule. And you don't need to make every decision at once. Design Your Retirement gives you a structure for building a useful first draft and improving it over time.
Already have an advisor?
Use the course to organize your thinking and prepare better questions for more productive conversations.
Starting early?
Use the course to understand how today’s savings and account choices may shape your retirement over time.
New to Canada?
Use the course to understand Canadian public benefits and account types, even if the system is new to you.
Choose the access that works for you
The complete course and tools are included with both options. The only difference is how much time you want to complete the course, revisit your work and update your Tracker.
Flexible payment options are available at checkout through Klarna and Afterpay.