User Reviews

Mark's spreadsheet is one of the best Canadian retirement planners for any DIY investor. It is very comprehensive but very easy to use with different scenarios and assumptions. It shows the order of withdrawal between different accounts such as RRSP, TFSA, or non-registered and takes into account provincial tax rates based on where you reside. Love the macros to run various scenarios. I currently have a spreadsheet that took me a long time to build but it is nowhere as sophisticated as Mark's spreadsheet. Thank you Mark for sharing!!!

- Kevin

Thank you so much for all of your help.  Your spreadsheet is exactly what I have been looking for, to get a glimpse of the future and what I need to get done.

-Yvonne

Mark, LOVE the enhancements, the changes to the website and the YouTube video.  I watched the first 9 min of the video and you did a great job; it helped me understand (at a high level) the various elements of the spreadsheet.  Can't wait to watch the rest of the video and start using the spreadsheet.  Thanks for all your efforts on this.

-Batman104

Wow! I just setup my data in this spreadsheet for the first time!  What an amazing tool!  Thanks!

-Joelle

 This spreadsheet is invaluable for my retirement planning - thank you so much for creating it and making it available to us

-Linda

just found your website...wow very extensive spreadsheet...Thank you for such a wonderful retirement planning tool!

-Nurudin