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Let's plan your financial future
Answer a few simple questions and we'll show you a clear path forward. This takes less than 2 minutes.
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50-65
Protecting wealth
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You're on track!
$1,234,567
at age 65
85% Confidence
In today's dollars
$785,000
Adjusted for 2% inflation
Annual retirement income
$52,000
Using 6.5% withdrawal rate
Total contributions
$260,000
+$975k from growth
Ready to optimize your investment strategy?
Work with a Capex advisor to create a personalized, tax-efficient plan tailored to your goals.
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Tax-Smart Investing
Compare different account types and see how taxes impact your wealth.
Which Account Type Wins?
Want help choosing the right account?
Our advisors specialize in Canadian tax-efficient investing. Get personalized recommendations for your situation.
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Advanced Planning Tools
Monte Carlo simulation, withdrawal strategies, and inflation adjustment.
Monte Carlo Simulation Results
Best Case (90th percentile)
$1.2M
Top 10% of outcomes
Most Likely (50th percentile)
$985k
Median outcome
Worst Case (10th percentile)
$780k
Bottom 10% of outcomes
Success Probability
87%
Reaching target goal
Withdrawal Strategy Analysis
Portfolio after withdrawals
$750k
After 30 years
Total withdrawn
$240k
Cumulative withdrawals
Withdrawal rate
4.2%
Within safe range
Sustainability
95%
Probability of success
Inflation Impact Analysis
Nominal value (future dollars)
$1.2M
What your statement will show
Real value (today's dollars)
$780k
Actual purchasing power
Inflation erosion
$420k
Lost to inflation
Real return (after inflation)
5.0%
Inflation-adjusted growth
Want a comprehensive financial plan?
Our advisors can help you model complex scenarios, optimize tax strategies, and create a personalized retirement plan.
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