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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 Right Way to Use a Retirement Calculator in Canada
Use Canadian retirement calculators as rough guides, aligning results with personal goals, CPP/OAS timing, and RRSP/RRIF and TFSA strategies. Seek holistic planning and independent advice for a tailored, confident retirement plan.
Jun 27
Empower Your Retirement: A Simple Calculator Guide for Purpose‑Aligned Planning
This guide teaches how to use retirement calculators effectively, align financial plans with personal goals, avoid common errors, validate assumptions, develop withdrawal strategies, and seek independent advice for purposeful, holistic retirement planning.
Jun 15
NerdWallet Retirement Calculator: A Canadian Guide to Clear, Confident Retirement Numbers
The NerdWallet Retirement Calculator, tailored for Canadian tax, CPP, OAS, and expenses, helps create a clear, values-driven retirement plan. Maximize RRSP/TFSA and use safe withdrawal rates to secure your future.
Jun 8
Presence + Progress: Build a Financial Plan You Can Actually Live With
A values-based financial plan balances present family moments with future goals, reducing stress through clarity and alignment. Holistic, purpose-driven strategies and independent advice empower confident decisions and secure retirement, with personalized support available in Mississauga.
Jun 1
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
Does Your Financial Plan Still Fit Your Life? A 7 Point Alignment Check
Assess your evolving financial plan with a 7-point checklist to ensure alignment with current life goals, values, and priorities, using holistic strategies and expert advice for clarity and confidence.
Apr 19
Education-First Financial Advice: Reduce Stress, Build Confidence, Live Fully
Education-first financial advice empowers confident, stress-free money decisions by prioritizing knowledge over sales. Simplicity's four-pillar Prosperity Plan aligns finances with life goals for lasting well-being and impact.
Mar 13
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
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
Top Joint Money Rituals to Strengthen Family Bonds and Create Financial Clarity
Establish shared family money rituals like weekly check-ins, goal setting, and values-based budgeting to foster financial clarity, strengthen bonds, and align spending with family priorities and retirement goals.
Feb 20
Legacy of Love: A Couple’s Guide to Intentional Financial Planning
Legacy of Love guides couples to align financial goals with shared values, simplifying money decisions and using four pillars—vision, wellness, strategic planning, and legacy—to build lasting wealth and purpose.
Feb 16
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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