About Us

Our mission

Loonie Nest exists to provide free and affordable personal finance education to Canadians so they can gain confidence in their retirement.

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 in 🇨🇦. When I moved back home, I made it my mission 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 now building for all of Canada.

What We Believe

Financial knowledge should be free

Basic retirement planning information should be free to access and learn, not be locked behind an advisor's fees. The rest should be cheap enough that anyone can afford it.

Education over advice

We help you understand your own situation in plain language, so the numbers stop feeling like a black box.

Built for Canadians

Canada needs better retirement tools of its own. Ours are built around Canadian rules from the ground up, including CPP, OAS, and provincial tax.

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. Treat what you see here as a starting point for understanding. It isn't a substitute for professional financial planning.

Contact Us

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