Cascades Financial Solutions Inc. (CascadesFS) is a Canadian software start-up that has created an all-in-one retirement income and estate planning tool available to Canadians. The focus of CascadesFS is optimising an individual’s retirement income whether that means maximising long-term retirement income or maximising the expected estate value for a known retirement income level. CascadesFS performs this optimisation by testing different priorities of drawdown for the individual’s personal investments and selecting the one that best suits the individual’s goals. Our software can save Canadians thousands of dollars during retirement, and has been featured in The Globe and Mail, Financial Post and Investment Executive.

CascadesFS is proud to have partnered with PureFacts Financial Solutions, a leader in the Canadian Fin-tech (Financial Technology) industry. Together we are contemplating ideas and approaches to attract a larger audience. With this being said, perspective and insight regarding techniques will be critical for this project.

Our project requirements are as follows:

· Determine a viable go-to-market strategy for the Canadian marketplace

· The strategy should focus on and must include the following:

· Target market analysis (Canadian boomer market)

· SWOT Analysis

· Pricing models

· Tracking of marketing trends

· Implementation/delivery framework