Welcome to Oltre Financial

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How do you KNOW you are utilizing the RIGHT tax strategy?

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Empowering Your Financial Planning Journey

Built for those who want to go beyond the traditional financial planning methods, Oltre Financial is your gateway to breaking free from the one size fits all approach to estate planning. Say goodbye to settling for suboptimal financial plans and embrace a personalized journey that caters to your unique financial situation and goals. We understand the importance of minimizing your tax burden over the course of your lifetime, and our platform is designed to help you navigate complex tax landscapes, ensuring you keep more of your hard-earned wealth where it belongs – in your pocket. It's time to unlock the true potential of your wealth and create a plan that is as exceptional and extraordinary as you are. Whether you prefer a hands-on approach to managing your personal finances or collaboration with an investment advisor, planner, or broker, our tool enhances your current strategies and provides valuable insights to amplify your financial decisions.

Whether you prefer a hands-on approach to managing your personal finances or collaborate with an investment advisor, planner, or broker, our tool enhances your current strategies and provides valuable insights to amplify your financial decisions.

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banner5 easy steps

How It Works

1

Income

Input your current income sources, including your salary and any other additional income streams. Also, include any future sources of income, such as Canadian Pension Plan (CPP), Old Age Security (OAS), and employer pensions.

2

Investments

Provide the current balances for your Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), and all non-registered investments, including stocks, bonds, and mutual funds.

3

Assets

In this step, you have the opportunity to Include any assets you would like to consider in your analysis, such as real estate, life insurance, business holdings, and more.

4

Expenses

Enter your annual after-tax household expenses along with any debts.

5

Select Strategy

Compass offers three optimization strategies: Max Value focuses on minimizing taxes, increasing estate value, and meeting annual expenses; Set Value aims to minimize taxes, achieve a set estate goal, cover expenses, and allow additional spending; Max Spend depletes estate value strategically while minimizing taxes and maximizing annual spending.

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Start planning for your future

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