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Empower Retirement Calculator: A practical start for Canadians—and the next steps to retire with meaning
The Empower Retirement Calculator helps Canadians assess CPP, OAS, RRSP, TFSA, and taxes to identify gaps and create purpose-driven, tax-efficient retirement plans aligned with their goals.
Jun 29


The Canadian Investment Calculator: Simple Growth, Real Clarity
The Canadian Investment Calculator reveals true investment growth by factoring fees, taxes, and inflation. It aids goal-aligned planning using RRSP/TFSA tools and offers a free Clarity Call for a personalized Prosperity Plan.
Jun 22


Vanguard Retirement Calculator: A Great Start—Here’s How Canadians Turn Results into a Real Plan
The Vanguard Retirement Calculator offers a solid start for Canadians but lacks CPP, OAS, taxes, and healthcare factors. This guide helps create a tailored, tax-efficient, purpose-driven retirement plan.
Jun 20


AARP Retirement Calculator vs. Canadian Reality: Start Smart, Plan with Purpose
The AARP retirement calculator offers a useful U.S.-based snapshot but lacks Canadian-specific factors like CPP, OAS, and tax strategies. Canadians should adjust it and create a holistic Prosperity Plan aligning finances with goals for confident retirement.
Jun 13


How to Use the NerdWallet Investment Calculator—And What It Misses for Your Life Plan
NerdWallet's investment calculator offers a simple growth estimate but lacks personalization, life event factors, and market variability. For a true financial plan, align investments with your goals, use tax strategies, and seek tailored advice.
Jun 11


Retirement Calculator, Made Clear: Find Your Freedom Number in Canada
The Canadian Retirement Calculator links CPP, OAS, RRSP, and TFSA to personal goals, helping you find your unique "freedom number" for a values-aligned, clear, and confident retirement plan.
Jun 6


Your Best Retirement Investment Options in Canada: A Calm, Clear Guide
This guide simplifies Canadian retirement planning, detailing RRSP vs TFSA, LIRA/LIF, tax strategies, balanced portfolios, CPP/OAS planning, risk management, and holistic financial planning for secure, tailored retirement income.
May 30


Retirement Savings Calculator: Find Your Freedom Number in Minutes
Use a retirement savings calculator to find your "freedom number," plan for inflation, healthcare, and longevity, align savings with your values, and optimize Canadian benefits like CPP, OAS, TFSA, and RRSP.
May 28


Peace + Progress: A Simple Financial Plan for Calm, Confident Growth
Peace + Progress offers a simple, values-driven financial plan focusing on clarity, purposeful budgeting, holistic growth, fee-for-service advice, and empowerment for confident, calm wealth building and retirement planning.
May 27


How to Build a Financial Plan That Supports Both Life and Wealth
Build a values-based financial plan by aligning money with life goals through vision, wellness, and purpose, simplifying decisions, empowering families, and embracing ongoing financial wellness.
May 10


How to Create a Financial Plan That Supports Both Life and Wealth: A Values-First Guide
This guide promotes values-based financial planning, integrating life goals with wealth through Simplicity Financial’s four pillars, fee-for-service advice, and empowering women and families for lasting financial clarity and peace.
May 3
Simplify Your Financial Plan When Life Feels Full and Fast
Simplify your financial plan by aligning money with values, decluttering expenses, budgeting clearly, reducing stress, and fostering family communication for confident, holistic financial well-being.
Apr 12


Holistic Financial Planning for Affluent Canadian Families: Align Purpose, Wellness, and Prosperity
Holistic financial planning for affluent Canadian families integrates purpose, wellness, and prosperity using Simplicity Financial's four pillars, empowering women with independent, transparent advice for lasting impact.
Mar 9


Holistic Financial Planning for Affluent Families: Align Purpose, Wellness, and Prosperity
Holistic financial planning aligns affluent families' wealth with their values, promoting purpose, wellness, and legacy through education-first, fee-for-service guidance for lasting confidence and peace.
Mar 9


Wealth, With Soul: Integrating Mindset and Money for Real-Life Freedom
Simplicity Financial’s holistic approach integrates mindset and money through a four-pillar framework—vision, wellness, values alignment, and clarity—to achieve purposeful wealth and real-life freedom.
Mar 6


Financial Education for Family Harmony: Align Money with Meaning
Financial education reduces family financial stress, improves money communication, and aligns finances with values. Empowering women and holistic planning foster harmony, clarity, and lasting prosperity.
Mar 2


Create a Sustainable Wealth Plan with Our Four-Pillar System
Our four-pillar system—Vision, Wellness, Prosperity Plan, and Impact—offers personalized, values-aligned financial planning to create sustainable wealth, reduce stress, and build a meaningful legacy.
Feb 27


Holistic Financial Planning for Affluent Families: Align Purpose and Prosperity
Holistic financial planning for affluent families aligns wealth with values and purpose through a four-pillar Prosperity Plan, fostering clarity, legacy, impact, and inclusive multigenerational strategies.
Feb 23


From Uncertain to Unshakeable: Financial Clarity for Life Transitions
Gain financial clarity during life transitions—retirement, career changes, divorce—with tailored planning, purpose-driven goals, fee-for-service advisors, and holistic strategies for lasting security.
Feb 21
Third party publications are not prepared or approved by Keybase Financial Group Inc. The opinions, estimates and projections contained in the publication are those of the author as of the date indicated and are subject to change without notice. Keybase Financial Group Inc. makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any loss arising from any use of or reliance on the report or its contents. The provision of this publication is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities.
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