Essentials
C$99 a year
Unlimited what-if scenarios · 1 stored plan · email support
Checked 29 Sep 2026
Plans and prices
Optiml pricing
Pro+
C$249 a year
Unlimited plans · store up to 20 · CPP/QPP and OAS optimizer · linked investment accounts · plan downloads · 1:1 call support
Checked 29 Sep 2026
Legacy
C$499 a year
Includes Pro+ · trust planning · HoldCo assets · stand-alone OpCos
Checked 29 Sep 2026