Find a Planner
Get personalized retirement advice from certified Canadian financial planners.
Why Work With a Planner?
- Personalized strategies for your unique situation
- Tax optimization beyond what calculators can offer
- Estate planning and beneficiary designations
- Ongoing support as tax laws change
Recommended Planner Directories
We recommend fee-only planners who charge a flat fee or hourly rate — not commission. Here are the most trusted directories in Canada:
- FP Canada — Find Your Planner →
Official directory of Certified Financial Planners (CFP®) across all provinces.
- Advocis — Find an Advisor →
Canada's largest voluntary professional association for financial advisors.
- MoneySense — Ask a Planner →
Free Q&A column featuring certified planners answering real retirement questions.
Next steps
Not sure where to start? Our readiness checklist walks you through specific scenarios with links to the right calculators.
View our readiness checklistImportant: Educational Purposes OnlyThe calculators, projections, and guides provided on SimRetire.ca are for informational and educational purposes only. They do not constitute certified financial planning, investment, or tax advice. Canadian tax laws and government benefits (like CPP/OAS) are subject to change. Always consult with a qualified financial advisor, accountant, or legal professional before making retirement decisions.