Plans, scenarios and reports
Year-by-year projections with Canadian tax and benefits, scenarios to compare, and branded PDF reports.
Building a plan
From a household, choose Plans → Build a plan from the household. The plan lists everything it had to assume; enter each person's CPP estimate from their Service Canada statement, and check retirement ages and fees.
Default assumptions are FP Canada's Projection Assumption Guidelines. Fees aren't prescribed by the guidelines, so enter the client's.
Scenarios
Add a scenario to try a different retirement age, spending or strategy, then Compare scenarios. Each save is a new version; nothing is overwritten.
Show the math
Click any year's tax to see both returns worked out line by line, with the tax rule versions used.
Reports and drafts
Make a PDF report saves a dated, read-only PDF with your branding. While the tax rules are awaiting a CPA's sign-off, every plan and report is marked as a draft and can't be shared with a client.