A plan that knows what you actually spend

Most retirement calculators ask you to guess your spending. MoneyLens already measured it — your projection, stress test and contribution room all run off the same real numbers.

What the planning suite covers

  • Retirement projection: your nest egg at your chosen age and the monthly income it supports, including CPP and OAS
  • Monte Carlo stress testing across thousands of market paths, reporting how often the plan survives
  • RRSP, TFSA and FHSA contribution room tracked against your real balances
  • What-if scenarios: retire earlier, spend less, add income — compared side by side with today's plan
  • A written financial plan and investment policy statement you can download as a PDF
  • Insurance and estate gap checks with the reasoning behind each one

Six steps from questions to a written plan

  • Step 1 — Your goals: retirement age, target spending and what you are saving toward
  • Step 2 — Your risk profile, scored from a short questionnaire
  • Step 3 — Your numbers, pulled from your connected accounts
  • Step 4 — Gaps and risks in insurance and estate basics
  • Step 5 — Ordered recommendations with the data and limitations behind them
  • Step 6 — Downloadable financial plan and investment policy statement