About Us

My Story

My name is Eric, and I spent many years working at U.S.-based fintech companies building financial planning and retirement tools for Americans.

But my heart was always in Canada. When I moved back home, I made it my priority to build better retirement tools for my fellow Canadians.

What started out as a tool to help my parents plan for their imminent retirement grew into the suite of tools we're building for all of Canada.

What We Believe

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Financial knowledge should be free

Basic retirement planning information shouldn't be locked behind paywalls or advisor fees.

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Education over advice

We help you understand your situation. For personalized advice, we always recommend consulting with a qualified professional.

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Built for Canadians

We need more tools for Canadians. Loonie Nest has a tools are designed to be irrevocably Canadian, including CPP, OAS, and provincial tax considerations.

Our Commitment to Accuracy

We take accuracy seriously. Our calculations are based on current Canadian tax rules, CPP/OAS benefit formulas, and established financial planning principles. We regularly update our tools when government policies change.

That said, these are estimates based on simplified models. Real-world outcomes depend on countless factors including investment performance, inflation, tax law changes, and personal circumstances. Use our tools as a starting point for understanding—not as a substitute for professional financial planning.

Contact Us

Have questions, feedback, or found a bug? We'd love to hear from you. Reach out to us at support@loonienest.com