Students

15,000+

Students Educated

Satisfaction

98%

Satisfaction Rate

Savings

$2.3M

Average Additional Retirement Savings Identified

Provinces

13

Provinces & Territories Served

What Our Students Say

"

As a small business owner, I had no workplace pension. The course showed me how to maximize my RRSP contributions and set up a self-directed retirement plan. I'm now on track to retire comfortably at 62.

David Rodriguez

Business Owner, Calgary, AB

⭐⭐⭐⭐⭐
"

I thought I understood my workplace pension, but the course revealed I was leaving money on the table. The pension splitting strategies alone will save us thousands in taxes every year.

Sarah Thompson

Government Employee, Ottawa, ON

⭐⭐⭐⭐⭐
"

The course materials are incredibly thorough yet easy to understand. The downloadable worksheets helped me organize all my retirement accounts and create a clear action plan.

Robert Kim

IT Manager, Toronto, ON

⭐⭐⭐⭐⭐
"

My husband and I were completely overwhelmed by retirement planning. This course broke everything down into manageable steps. We now have a clear roadmap to financial security.

Linda Martinez

Nurse, Halifax, NS

⭐⭐⭐⭐⭐
"

The OAS clawback module was an eye-opener. I learned how to structure my retirement withdrawals to minimize taxes and keep more of my benefits. This will save me tens of thousands over my lifetime.

James Wilson

Engineer, Winnipeg, MB

⭐⭐⭐⭐⭐

Success Stories by Category

Early Retirement Strategy Success

Michelle K., Teacher from Edmonton: "I learned that taking CPP at 60 with a reduced benefit was actually better for my situation than waiting. Combined with my teacher's pension, I was able to retire three years earlier than planned."

Survivor Benefit Optimization

Frank L., Widower from Montreal: "After my wife passed, I didn't know I could optimize our combined CPP benefits. The course showed me how survivor benefits work, and I'm now receiving $300 more per month."

Maximum Benefit Achievement

Carol D., Sales Manager from Vancouver: "I had gaps in my CPP contributions from raising my children. The course taught me about the child-rearing dropout provision, which increased my monthly benefit by $180."

Pension Bridging Strategy

Tom R., Police Officer from Calgary: "My defined benefit pension has a bridge benefit until age 65. Understanding this helped me plan my retirement timing perfectly and avoid a drop in income."

Contribution Maximization

Janet S., Bank Employee from Toronto: "I wasn't maximizing my employer's pension matching. After the course, I increased my contributions and my employer now contributes an extra $3,000 annually."

Pension Transfer Decision

Alex M., Former Government Worker: "When I changed jobs, I had to decide whether to transfer my pension. The course gave me the tools to make an informed decision that will benefit me for decades."

Income Splitting Success

Peter and Mary C., Retirees from Ottawa: "Pension income splitting has reduced our combined tax bill by $4,500 annually. We wish we had known about this strategy years ago!"

RRIF Withdrawal Strategy

Helen T., Retired Accountant: "The course helped me develop a withdrawal strategy that minimizes taxes while ensuring I don't outlive my money. My effective tax rate is now 8% lower than it would have been."

OAS Clawback Avoidance

Richard B., Business Owner: "I was heading for significant OAS clawback. The course showed me how to structure my income to stay below the threshold and keep my full benefits."

Complete Financial Makeover

Susan L., Marketing Executive: "I went from having no retirement plan to having a comprehensive strategy. The course connected all the dots between government benefits, workplace pensions, and personal savings."

Early Retirement Achievement

Mark H., Software Developer: "By age 45, I felt behind in retirement planning. The course showed me exactly what I needed to do. I'm now on track to retire at 58 with full financial security."

Peace of Mind Planning

Nancy K., Small Business Owner: "As a self-employed person, retirement planning felt overwhelming. Now I have clear goals, automatic systems in place, and confidence in my financial future."

Video Success Stories

Video Testimonial

Margaret Chen shares how she increased her CPP benefits by 36%

Video Testimonial

David Rodriguez explains his self-directed retirement success

Video Testimonial

Peter & Mary discuss their pension splitting tax savings