First estimate
Recommended if you are new to retirement planning.Quick Forecast
Bring together rough timing, income, expenses, savings and investment-return assumptions.
Not startedStart a Quick ForecastYour retirement plan
Build your retirement plan.
Begin with a Quick Forecast, or go directly to Detailed planning if you already have the information. Both connect to the same place to review and update your plan.
How the pieces fit
Plan progress
Choose the starting point that fits what you know today. Neither route locks the other.
You don’t have to do everything. Start simple and add more only when it helps.
Detailed plan
Start here if you already have more of the details.Retirement Planner
Add CPP, OAS, pensions, accounts and retirement timing, then compare the result.
Not startedStart detailed planningReview and update
Continue here after either starting point.Plan Overview
Review the connected records and open the right tool when something needs to change.
Not startedAvailable after you begin a plan.Supporting tools and learning
Use extra help when it answers a specific question.
Portfolio, Home and housing, and Learn support the planning path. They are not additional required steps.
Return when life changes
Review and update over time
A forecast is a starting point. When your income, spending, investments or priorities change, update the facts and revise the plan if needed.