PRICING

Simple Pricing for Smarter Retirement Decisions

Essentials Plan
$14.99/month or $99.99/year
Access to all self-guided retirement planning tools, goal tracking, income simulation, and tax optimization models, plus 30-minute complimentary onboarding call.
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Advisor Access
$899 one-time
A one-hour planning session with a Certified Financial Planner® professional to review your plan and give tailored insights
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On-Demand
Advisor Concierge
$1,399/year
Two hours of expert guidance annually—ideal for check-ins, complex scenarios, or validating major financial decisions
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Essentials Plan
Comprehensive self-guided tools: Includes a 30-min complimentary onboarding call, and full access to Odyssey ONE’s retirement & financial planning platform, with goal‑tracking, income simulation and tax‑optimization models so you can explore different retirement scenarios on your own
Flexible subscription: Available on a monthly or annual basis (currently advertised at $14.99/month or $99.99/year) for affordable, continuous access to the planning tools
Ideal for DIY planners: Designed for users who want to model retirement income, visualize net‑worth projections and test strategies like TFSA/RRSP withdrawals without engaging an advisor.
VS
Advisor Access (One‑Hour Session)
Personalized review: In addition to an annual Essentials Plan with include a complimentary 30-minute onboarding call, you also get a one‑time session that gives you an hour with a Certified Financial Planner® to review your self‑created plan and provide tailored insights.
Tailored guidance: Receive professional feedback on your savings, withdrawal strategy and tax projections to help optimize your retirement outlook.
No long‑term commitment: Ideal for those who mainly use the self‑service tools but want occasional professional input for peace of mind or to validate a major decision.
VS
Advisor Concierge (Annual Two‑Hour Package)
Ongoing expert support: Includes an annual Essentials Plan, plus two hours of expert guidance each year—ideal for annual check-ins, complex planning, or validating major financial decisions
In‑depth sessions: Use the time in one longer session or split it into shorter meetings to review drawdown strategies, pension integration and estate considerations with a planner.
Best for evolving needs: Suited to users who prefer self‑guided planning but recognize that life changes and market shifts may require periodic professional advice to stay on track.
Start Planning With Confidence

Join a growing number of Canadians who are using data-driven tools to make smarter retirement decisions—with clarity and independence.

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Only for $14.99/month