Do you know where you stand for retirement?
Most Canadians have a vague sense of whether they're saving enough — but almost nobody has a real number they feel confident about. Let's change that.
Takes just 2 minutes
Get a personalized retirement readiness score — completely free, no commitment.
40%
Only 40% of Canadians have a written financial plan. The Simple Plan changes that.
25 years
Brad MacBeth has helped Canadian families plan with clarity and confidence since 1999.
63%
of Canadian women worry about outliving their savings
70%
of Boomer women will outlive their spouse
52%
of non-retirees say having a plan is the #1 source of confidence
$1.54M
what Canadians believe they need to retire comfortably
Sound familiar?
That quiet worry about retirement? You're not alone.
After 25 years helping Canadian families plan for retirement, these are the questions I hear most:
- Do I have enough to retire? I honestly don't know.
- I have money in different accounts, but no actual plan.
- I want to make sure my family is taken care of.
- I feel overwhelmed every time I try to figure this out.
- I don't want to be a burden on my kids.
Here's what I've learned: the worry is almost always worse than the number. Once you see where you actually stand, you can breathe — and make a plan.
Replace Worry With a Number→
Your Free Starting Point
What's Your Retirement Score?
Most Canadians have no idea if they're actually on track — not a rough guess, but a real number they can plan around. Your free Retirement Score changes that in about 2 minutes.
A clear picture in 2 minutes. Free.
No account needed. No sales call. Just your number.
Answer a few simple questions
About where you are today — savings, timeline, what you're hoping for.
Get your personalized Retirement Score
An honest snapshot of where your plan stands right now.
See exactly what to focus on
The specific steps that could make the biggest difference for your situation.
Free. Takes about 2 minutes. No commitment required.
One Call for All Your Needs
Everything your family's financial future needs — in one place.
As a broker, Brad has access to the full market — not tied to one institution's products. From retirement income to insurance to estate planning, everything works together as one plan.
What Clients Say
Real families. Real clarity.
Your Advisor
Easy to get to know. Easy to grow with.
“I built The Simple Plan because most people don't need a 50-page binder — they need a clear roadmap and someone they can trust to explain it in plain English.”
— Brad MacBeth, The Simple Plan
For 25 years, Brad has helped Canadian families across the country plan for retirement, protect what matters, and build confidence in their financial future. As a broker — not tied to any single institution — he has access to the full market and selects what's genuinely right for each client.
His approach is built on three simple steps: Plan (a real cashflow plan for your retirement years), Protect (the right insurance and coverage), and Progress (an investment strategy aligned with your goals). One call. One advisor. One clear plan.
Knowing is always better than wondering.
Your free Retirement Score takes about 2 minutes. It shows you exactly where your family's financial plan stands today — the strong points and the gaps. No commitment, no sales call.
Get Your Free Retirement Score→Free. Takes 2 minutes. No account required. For informational purposes only. Individual circumstances vary. Results are estimates based on the information you provide. Not financial advice.