Terms of Service

Last updated: September 2026

By purchasing from Retiring With Purpose, you agree to these terms.

The service

We provide a personalized retirement transition plan delivered by email after purchase. The plan covers the non-financial side of retiring: routine, identity, relationships and living situation. It is generated using the information you provide and is intended as general guidance only. It is not financial, investment, tax, insurance, legal, or medical advice.

Payment

All payments are processed securely by Stripe. The purchase price is CA$20 (one-time). No subscription or recurring charges apply.

Delivery

Your plan is delivered to the email address you provide at checkout, typically within minutes. We are not responsible for emails lost due to incorrect email addresses or spam filters.

Not financial advice

This service does not provide retirement income planning. Your plan says nothing about when to take CPP or OAS, how to draw down registered accounts, investments, annuities, insurance, or whether you can afford to retire. Those decisions require a qualified financial adviser who knows your circumstances, and nothing here should be treated as a substitute for that advice.

Refunds

We offer a 30-day money-back guarantee. See our Refund Policy for details.

Limitation of liability

Retiring With Purpose is not liable for any outcomes related to decisions you make about your possessions. The plan is a guide, not a guarantee.

Contact

Questions? Email retiring@canadawithpurpose.ca

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