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Tools

Financial Tools & Calculators

BUDGET PLANNER

Organize your monthly cash-flow to find additional dollars you can use to achieve your financial planning and retirement goals.

LIFE INSURANCE NEEDS

Estimate the amount of life insurance coverage you & your spouse or partner require.

MORTGAGE CALCULATOR

Calculate the impact various payment assumptions will have on the number of years until your mortgage is paid..

RRSP CALCULATOR

Estimate the future value of your RRSP investment given various assumptions.

RRSP VS MORTGAGE

Compare investing a lump-sum in your RRSP today vs. paying down your mortgage and investing future mortgage savings in your RRSP.

RRIF CALCULATOR

Estimate the future withdrawals you will need to make from your RRIF based upon the prescribed minimums.

RRSP LOAN

Compare borrowing to invest a lump-sum in your RRSP today vs. making regular monthly contributions to your RRSP.

INVESTMENT LEVERAGE

Compare an interest-only investment loan to making regular monthly savings

TERMINAL TAX

Estimate the amount of taxes your estate will be required to pay in the year of your death.

INCOME TAX

Estimate the amount of tax you will be required to pay on the various sources of income earned.

TFSA VS RRSP

Compare investing in the 2 most popular tax-assisted investments available to Canadians.

RRSP VS NON-RRSP

Compare investing in your RRSP to investing the after-tax equivalent in an investment vehicle where the interest is taxable when earned.