Links and Tools

Retirement Planning

RRSP Calculator
Calculate how much you will need to save between now and the day you retire.

RRSP Illustrator
Get a personalized assessment of the tax benefits you gain by investing in your RRSP.

RIF/LIF Illustrator
Find out how much income your Registered Savings plan will generate in retirement.


Investment and Saving

Investment & Regular Deposit
See how your one time investment or regular deposit program will grow over the years.

Investment & Regular Withdrawal
Calculate the regular income stream generated by your non-registered investment.

RESP Calculator
Discover how much your money can grow in an RESP with the added contributions from the Canada Education Savings Grant. This tool also helps you figure out how much you will need to save for your children’s education.


Mortgage and Lending

Mortgage and Loan Amortization Scheduler
Want to know how much your mortgage will actually cost you? This easy to use tool provides a detailed payment schedule for your mortgage or loan based on the mortgage or loan amount, payment frequency, interest rate and the amortization period information you provide.


Personal Finance

Household Cash Flow Statement
The first step in building a wise financial plan is determining your family’s income and expenses. This tool makes it easy.

Net Worth Statement
Complete your personal financial picture by pin pointing your personal assets and liabilities.

Investment Risk Questionnaire

Whatever your stage of life, successful investment planning takes an honest assessment of your investment knowledge and your comfort with risk.

Download Questionnaire