Canadians lacked a clear, trustworthy retirement planning platform that combined expert assessments with self-service financial tools. Existing options were either bank-pushed products or generic American calculators.
The Solution
Built a full-featured fintech platform with retirement planning calculators, expert matching workflow, and user dashboards. Modeled CPP, OAS, RRSP, TFSA, and pension scenarios with Canadian-specific tax assumptions.
The Outcome
Live Canadian fintech platform with real user accounts and expert engagements. Replaces a portfolio of disconnected spreadsheets with a single coherent planning experience.