Everything you need to know.

RetireMint is built for Canadian organizations that support the retirement of others: pension plans, employers and financial advisory offices. Each organization offers RetireMint under its own brand. Members get a personalized planning experience, and the organization gets insight into retirement readiness across its whole group.

Our member-facing platform is designed for users who are anywhere from five years from retirement to those a few years into their retirement. The assessments and educational content they receive prepare them for the transition into retirement and retired life, covering topics from lifestyle, financial and personal admin matters.

No. RetireMint is an education and planning tool, not a financial advisor. We help members understand where they stand across every part of retirement, from lifestyle to personal admin and high-level financial planning checklists, and what to focus on next. We do not recommend products or manage investments. Members who need personalized advice are directed back to their plan, employer or advisor. We never collect any dollar figures, amounts or run any calculations – we are not a financial software.

Members log in through their organization's branded portal and complete short assessments across the key areas of retirement. RetireMint turns their answers into a personalized score, a prioritized list of areas to focus on and a to-do list they can work through at their own pace, supported by a library of learning content.

Yes. We'll walk you through both the member Planner and the Analytics platform, tailored to your organization and the people you serve. There is no cost and no commitment, just a clear look at how RetireMint would work for you. Book a demo and our team will follow up within two business days. Book a 30-minute walkthrough.

RetireMint is a standalone, cloud-based platform, so there is nothing to install and no changes to your existing systems. Members access it through a branded link that you provide to them or it can be directly integrated into your existing member portal or website through simple iframe embedding and SSO. Prefer another form of integration? Not a problem. Our team is flexible and agile; we’ve customized integration experiences for user-specific use-cases.

Most organizations are live within two weeks. Onboarding covers branding, configuration, any content specific to your plan or workforce, and testing with your team before launch. We also provide launch materials to help you introduce RetireMint to your members and drive early engagement.

Yes. RetireMint is delivered under your brand, with your logo, colours and branded URL, so members experience it as part of the services you already provide. Content, messaging and even the assessments can be tailored to your plan, your benefits and your voice. Members only see “Powered by RetireMint” watermarks where applicable.

Member data is stored securely using Google Firebase, Google’s trusted cloud backend platform. Every licensing organization receives its own dedicated database, completely separate from all other clients, so your members’ information is never connected to or combined with another organization’s.

All data is encrypted in transit and at rest, and only authorized RetireMint team members can access it to operate and support the platform. Google’s servers may be located outside Canada, including in the United States, where data is used solely for secure storage.

We never sell member data, and it’s kept no longer than 12 months after your agreement ends. Members can delete their account and data anytime in My Profile. See our Privacy Policy or contact ryan@retiremint.ca for details.

Depending on your organization’s needs, RetireMint Analytics can be tailored to display either aggregate or personalized member data. For financial advisors, seeing personalized scoring data and feedback on their clients is a vital component of assessing their planning standing and tailoring their services towards it. For pension group and employer clients, non-personalized aggregate data on their whole member base is often more useful, so individual member responses are not trackable.

However you decide to set up your data, we ensure that your members have a clear understanding of how their data is being delivered and consent to it at the start of their RetireMint experience.

RetireMint asks members high-level, conceptual questions about their financial readiness, such as savings habits, understanding of income sources and drawdown planning, and self-assessments on their planning confidence. We never ask for account numbers, banking credentials or Social Insurance Numbers, and we never connect to members' financial accounts. Answers are used only to personalize each member's action items to improve their plan and scores.

RetireMint is priced as a monthly licensing fee, based on the number of members you sign-up for your platform, so you only pay for the group you serve. Smaller organizations pay a flat monthly minimum: $500 per month for 1 to 99 members, or $1,000 per month for 100 to 499 members. From 500 members, each member is billed at a tiered monthly rate. Initial setup and onboarding requires a three-month commitment, but after that you only pay month to month. Pricing includes the member Planner, the Analytics dashboard, ongoing content updates and support. Contact us for a quote tailored to your organization. Estimate your price with the calculator.

Nope! We do not charge setup or implementation fees to get your customized platform up and running. Standard onboarding, branding and launch support are included in your monthly fee. If your organization needs custom integrations or content beyond our standard configuration, we'll scope and quote that work up front so there are no surprises.

Yes you can! If you visit our calculator you can slide the member count scale to see how monthly pricing is calculated. Our pricing is based on the number of members on your licensed platform, per month, so you only pay for what your organization needs. We charge a monthly minimum of $500 for up to 99 members and $1,000 for 100 to 499 members, with a three month minimum, which covers your platform setup, maintenance and account management. If you have any specific pricing questions for your organization, feel free to contact us and we will get back to you as soon as possible! View pricing.