FAQ

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What is Odyssey ONE?

A self-directed retirement planning platform for Canadians who want clarity without sales pressure

Who is this for?

Anyone planning for retirement—whether you’re in your 30s, 40s, 50s or already retired.

Is this just for retirees or can I use it earlier?

You can start using it anytime. It’s great for early planning and pre-retirement strategy.

What’s the difference between Odyssey ONE and a retirement calculator?

Odyssey ONE is a full planning system—model income, simulate taxes, test strategies. Not just a one-page calculator.

Is this only for retirement planning?

No—Odyssey ONE supports all aspects of financial planning. From retirement to tax strategies, savings goals, debt reduction, and legacy planning—you can build a personalized roadmap for your entire financial life.

Do I need to work with a financial advisor?

No. You can plan on your own. But if you want advice, you can book a session—only when you need it.

What do I get with the Essentials Plan?

Full access to retirement modeling tools, income projections, tax strategies, and scenario comparisons.

Can I model different retirement ages or income needs?

Yes. You can build multiple “what if” scenarios to explore different outcomes

Are the projections accurate?

Yes. They’re based on conservative assumptions you can customize to match your reality.

Can I export or print my plan?

Yes. You can print or save snapshots of your retirement roadmap.

Is my data secure? Where is it stored?

Yes. Your data is encrypted and stored in Canada using bank-level security.

Can I speak to an advisor if I want to?

Absolutely. Book a one-time session or use our Concierge Plan for 2 hours/year of expert guidance.

Do I have to commit long-term?

No. You can pay monthly and cancel anytime. The annual plan offers the best value.

Is there a free trial?

No, but with the Essentials Plan starting at just $14.99/month, you can start planning today with no big commitment.

What payment methods are accepted?

All major credit cards are accepted through our secure checkout

Frequently Asked Questions

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