Meet RetireMint

The complete retirement readiness platform.

From structured member planning tools to real-time organizational intelligence, RetireMint simplifies the retirement planning journey for all stakeholders.

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RetireMint member scoring summary with scores by gender, age and retirement status

Product overview

Software for personalized planning at scale.

Preparing your employees, members or clients for retirement means more than funding their RRSPs or managing their portfolios. RetireMint gives them the tools to take care of the rest.

RetireMint Planner home screen with the member's score, areas of focus, to-dos and today's reads

Built for both sides of the equation

One Platform. Two Solutions.

RetireMint connects the people who need to plan with the people in your organization that need to understand them.

RetireMint Analytics admin dashboard

Admin insights

RetireMint Analytics

Intelligence your organization has never had before.

Access real-time aggregate readiness trends, demographic breakdowns & flagged risk areas. Unlock the data needed to act proactively, not reactively.

  • Real-time insights tracking dashboard

    Track & analyze aggregate scores, completion rates & readiness distributions across your member base in real-time

  • Cohort segmentation and trend analysis

    Segment by age, tenure, department or your own custom identifiers. Identify at-risk groups before problems arise.

  • Area-level gap identification

    See exactly which areas of planning and which topics are underserved across your organization, and act on them

  • Exportable reporting for better insights

    Generate board-ready summaries & HR reports across your member base, without exposing individual member data

Explore Analytics
RetireMint Planner overview of a member's plan across financial, lifestyle and personal matters

Member experience

RetireMint Planner

A guided retirement plan they’ll actually use.

Members are guided through assessments across 12 areas of planning, receive personalized scoring & follow an action plan tailored to them.

  • Personalized to each member and their planning journey

    Assessment responses build a unique plan for each member. No generic checklists. No redundant feedback.

  • RetireMint Scores track progress over time

    Members receive an overall score & topic specific scoring for a clear view of where they stand & where they’ve improved

  • Actionable feedback and tailored education

    Assessments identify feedback for each question, building a plan of action items & educational tools to address them

  • Members plan at their own pace - with gentle reminders

    Members’ progress & answers save as they plan, so they can come back at their convenience, or set deadlines & reminders

Explore Planner

One plan that covers
all areas of retirement.

Traditional corporate and advisor-based planning only covers the financial elements of retirement, but in reality, your members need to prepare for all parts of their next chapter. RetireMint prepares Canadians for all three research-backed categories of planning, ensuring that your members are prepped for everything retirement throws at them.

  • Category 1

    Financial

    The cornerstone of retirement planning, but not the be all end all. Financial prep that works in tandem with your organization’s expertise.

    • Investments & Diversification
    • Retirement Income
    • Tax Planning
    • CPP, OAS & Government Benefits
    • Drawdown Planning

  • Category 2

    Lifestyle

    Identifying, prioritizing and planning for everything you’ve wanted to do, see and try now that you finally have the time for it.

    • Health & Wellness
    • Travel & Discovery
    • Activities & Hobbies
    • Social Connection
    • Psychology of Retirement

  • Category 3

    Personal Matters

    The safeguard for you, your family & everything you’ve built. Ensuring you & your loved ones are taken care of for years to come.

    • Estate Planning
    • Insurance
    • Healthcare Directives
    • Family & Caregiving
    • Housing & Living Arrangements
See it live in a 30-minute demo

The product

Analytics

For your organization

Workforce intelligence you have never had before. Real-time data and insights built for decision-making.

Analytics + Insights

Real-time visibility into member readiness, at scale

For the first time, your organization can see exactly how prepared your member base is for retirement, across all 12 planning areas, broken down by any demographic segment you define. Not survey data. Not estimates. Live data generated by real member engagement so that your decision makers have the full picture.

  • Clear visualized dashboards with filterable data for deeper results
  • Track engagement and score improvement over time
  • Live data updates, so your team stays up-to-date and informed
RetireMint Analytics admin dashboard with area scores, member scoring summary and key planning insights

Pinpointed Intelligence

Know which groups need your attention the most.

Aggregate scores are a starting point. The real value of Analytics is in the segmentation breakdowns. Slice readiness data by age band, gender, years to retirement, department, or any custom field your organization defines. Find the segments with the largest gaps before problems arise, and tailor your assistance to the groups that need it.

  • Pre-built segmentation; age, gender, years to retirement, retirement status
  • Custom segmentation using your organization-defined fields
  • Auto-flagged priority segments so no group goes unnoticed
RetireMint Analytics member scoring summary segmented by gender, age, retirement status and region

Informed Decision Making

Turn member insights into organizational action.

Analytics doesn’t stop at showing you the data. RetireMint Analytics ranks the insights that matter, flags the highest-impact gaps, and points your team toward the actions most likely to move the needle. Tailor your educational programs and communications for exactly what’s needed, and keep key decision makers informed at all times.

  • Export-ready reports built for board, HR, and stakeholder reviews
  • Low-scoring areas surfaced instantly so your team knows where to focus
  • Measure the success of every initiative through score movement over time
RetireMint Analytics key planning insights listing the lowest scoring areas across members

See RetireMint in action.

We’ll walk you through the platform, the customizable features & what deployment looks like for your organization. No commitment, no pressure.

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How it works

Simple to deploy.
Even simpler to use.

Customize, integrate and deploy RetireMint for your team and your members in days.

  1. Brand and deploy

    We configure and white-label your platform and connect it into your member journey by link, SSO or existing user portal.

  2. Members plan

    Members are invited to work through assessments at their own pace, on any device, strengthening their plans

  3. Unlock analytics

    Analytics populates in real-time, providing your team with readiness data, demographic gaps and priority insights

  4. Act and measure

    Members receive personalized and actionable feedback and you receive the tangible intelligence to help them.

Who it’s for

Built for organizations that do more.

Empowering Canada's pension providers, employers and financial advisors with the timely, actionable data and insights they need to help those who depend on them.

Pension Groups

Your members are counting on you for more than just a pension. RetireMint helps pension funds understand where members are underprepared, providing real-time insights and education across every dimension of retirement, delivering measurable member value.

For pension groups
Retired couple reviewing their plan together on a tablet

Platform features

Designed to fit inside the experience you already provide

Everything your organization needs to deliver real retirement readiness, packaged into a platform that’s powerful for your team, effortless for your members and ready to live inside the experience you already provide.

  • Fully White-Labelled

    The platform runs under your brand, your colours and your own custom domain. Members interact with a seamless extension of your existing member experience.

  • Direct Integration

    Deploy via embedded link, SSO or direct URL integration into your member portal or onboarding journey. Minimal lift from your IT team, fast time to launch.

  • Real-Time Data

    Analytics update live as members complete assessments. No batch processing, no reporting delays. Your team sees their organization’s readiness as it evolves.

  • Privacy-First Architecture

    Your organization’s platform is entirely your own. Your own database, domain, user authentication, you name it. And, decide who in your organization can access what info.

  • Modern, Easy-to-Use Design

    Clean, intuitive, and built for clarity at every step. Members move through their planning without instructions or training, and your team navigates the dashboard just as easily.

  • Built for Canadian Organizations

    Every assessment, module and educational resource is built for Canadians. We’re experts in Canadian retirement planning, and soon, your members will be too.

Your members deserve a better plan. Start here.

Give your members the retirement plan they deserve. Book a 30-minute demo to see why RetireMint is your organization’s solution to retirement planning at scale.

Book a demoSee how it works