🚀 Exciting Updates and Coming Soon to Optiml! We’re adding powerful new tools to make financial planning even more tailored and precise: 🔹 Pension Bridging for Defined Benefit plans—get accurate retirement income projections. 🔹 CCPC Reinvested Funds Table to track and optimize corporate investments. 🔹 TFSA Eligibility Updates for unique contribution situations, ensuring clarity and compliance. Coming Soon: 🔹 Home Sale and Resizing Simulations to help you plan for downsizing, upsizing, or renting with all new expenses factored right into your plan. 🔹 Pension Splitting for tax-efficient retirement income. 🔹 Manual Inputs for deposits, withdrawals, and CPP/OAS start ages to explore your own scenarios vs. Optiml’s recommendations. Log in at Optiml.ca and take your financial planning to the next level! 💼✨ #RetirementPlanning #TaxEfficiency #Optiml
Optiml™
Software Development
Halifax, Nova Scotia 155 followers
Optiml™: Where Your Financial Goals Meet Smart Tax Strategies.
About us
At Optiml, we specialize in personalized tax and estate optimization for Canadians. Our innovative software is designed to help individuals minimize their lifetime taxes through strategic deposits and withdrawals from various registered and non-registered accounts. Unlike traditional financial planning, Optiml offers a customized approach considering all asset types, including real estate, businesses, personal assets, life insurance, and more. We provide users with tailored advice on when to start collecting CPP and OAS, optimize CCPC investment funds, and allow seamless integration with investment accounts for effortless financial management. Our user-friendly platform ensures everyone, regardless of financial literacy, can effectively use our tool to achieve their financial goals and secure their future. At Optiml, we empower you to customize your lifestyle and retirement plans, ensuring you live the life you want.
- Website
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https://optiml.ca/
External link for Optiml™
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Halifax, Nova Scotia
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Financial Planning, Estate Planning, Tax Minimization, Estate Optimization, Retirement Planning, Personalized Financial Strategies, Educational Resources and Support, WealthTech, and Empowering
Locations
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Primary
Get directions
Halifax, Nova Scotia B3J 3K8, CA
Employees at Optiml™
Updates
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‘Loving the app. Exactly what I was looking for!’ See why users are choosing Optiml to help them retire better. #Optiml #ClientTestimonials #RetirementPlanning
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What if you could finally get clear answers to your toughest financial questions? With Optiml, you can make informed choices and take the guesswork out of planning for the future. #FinancialClarity #Optiml
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Most Canadians don’t have a financial plan that’s truly customized to their needs and goals. Optiml can help you take control and build a plan that’s all about you. #FinancialPlanning #RetireBetter
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‘Optiml is user-friendly and offers all the features I need in an online solution.’ Don’t just take our word for it—hear from our users on why they love Optiml! #Testimonial #UserFeedback #Optiml
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What if you could see how retiring at different ages impacts your financial future? Use Optiml to run an analysis and discover whether you’d prioritize more time or more money. Which would you choose? #RetirementPlanning #FinancialFreedom #Optiml
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Did you know? 🏡 The First Home Savings Account (FHSA) lets Canadians save up to $40,000 tax-free for their first home! A great opportunity to boost your savings and achieve homeownership faster. Have you started taking advantage of this yet? #FHSA #HomeSavings #Optiml
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Tired of vague advice and endless frustration? You're not alone. 🙅♂️ Optiml was built for people who want clear, concrete recommendations for their financial future. See why others are choosing us to finally get the answers they need. #Optiml #RetireBetter #FinancialPlanning #ClearAdvice #ClientTestimonials
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Imagine having the power to visualize your financial journey from today to retirement—and beyond. 🏠💸 With Optiml, you can optimize your financial future in one simple view. Ready to see what’s possible? #Optiml #RetireBetter #FinancialPlanning #FutureReady #WealthManagement
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