DESIGN YOUR RETIREMENT | FREE PREVIEW
Build the Foundation of Your Retirement Plan
Estimate what retirement may cost, understand what public income may cover, and make more informed decisions about where your future savings may go.
See how the course works before deciding if it is right for you.
Get free access to two selected Design Your Retirement lessons.
Canada-focused • No credit card required
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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.
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.
Ready to see how Design Your Retirement works?
Get free access to two selected lessons and experience the course before deciding if it is right for you.
By signing up, you agree to receive your preview and occasional Planyva emails. Unsubscribe anytime.