Planning Tools

Retirement Calculator

June 19, 2024

Are you on track for retirement? Gauge yourself with our free and simple retirement calculator to see if you’re headed in the right direction. It can help you consider retirement lifestyle goals and make adjustments now to help you get where you want to go, on time.

Disability Insurance Needs Calculator

June 5, 2024

If you have group disability coverage, is it enough, and will it pay for long enough? Or, what if you don’t have any at all? The best first step is knowing how much you need. Try this easy-to-use calculator to quickly find out, and let’s talk.

Critical Illness Insurance Needs Calculator

May 22, 2024

You have options that may cover expenses not insured under your provincial healthcare and group or personal disability policies. Try this calculator and let’s talk.

Final Tax Bite

April 24, 2024

Use this calculator to estimate how much tax is owing on your estate and contact us to see how we can help you preserve and transfer it to your heirs intact.

Optimizing Your RRSP

November 29, 2023

Try this simple calculator to see how you can significantly enhance your short and long-term RRSP savings.

The Value of Taking Risks

August 2, 2023

When interest rates and inflation are high, consider the value of taking risks to increase your purchasing power.

GIC Laddering

July 26, 2023

You can benefit from attractive GIC rates without locking in your entire investment for a long duration. Learn how.

Charitable Donations Calculator

May 3, 2023

Use this calculator to estimate the after-tax cost of charitable donations during your lifetime or upon your death.

Tale of Two RRSPs

February 15, 2023

Looking for an RRSP strategy? Try this calculator to compare and contrast contribution amounts, frequencies, and timing to find the best strategy for meeting your goals

Net Worth Calculator

October 12, 2022

Keeping tabs on your net worth lets you evaluate your financial health and set goals to thrive and prosper. Do you know your net worth? Try the Net Worth Calculator.

Cash Flow Calculator

September 14, 2022

Building a comprehensive household budget and need a little help? Try the Cash Flow Calculator.

Savings Growth Calculator

July 20, 2022

Do you know the long-term impact of increasing your regular saving by a few extra dollars? Calculate it!

Strengthening Your Safety Net with Critical Illness Insurance

May 4, 2022

We tend to carry an insurance safety net to break our fall so we can continue to meet financial obligations in case of unforeseen life events. Does your safety net have any weak spots? Use this tool to find out and learn more about the benefits of critical illness insurance.

Insuring Your Greatest Asset with Disability Insurance

March 23, 2022

We often consider our homes or vehicles as our greatest asset – but are they? Try the Insuring Your Greatest Asset tool to find out why your earning power is truly your greatest asset and how to protect it.

Savings to Reach a Goal Calculator

March 2, 2022

If you have financial goals in mind, try this Savings to Reach a Goal Calculator – it will help you recognize challenges and opportunities in order to reach those financial goals sooner. Try it today!

Debt Consolidation Calculator

February 9, 2022

The fact is, there’s no easy way to eliminate debt. However, consolidating existing debt can streamline your monthly budget and make your journey to financial freedom more manageable. Check out the Debt Consolidation Calculator today!

Exploring Your Life Insurance Options

February 2, 2022

You already know that life insurance provides you with a lump sum benefit payable to your beneficiary, but there are so many more benefits of life insurance, including favourable tax treatment. Check out this fantastic tool for your 101 on life insurance options!

The Loan Calculator

January 19, 2022

When it comes to debt reduction, every little bit counts. Use this Loan Calculator to see the impact that loan rates, payment frequencies and extra payments have on your debt reduction strategy.

The Ultimate Planning Tool: For prioritizing what you want when you want

January 5, 2022

Permanent life insurance – it’s a great planning tool that facilitates beneficial tax and estate planning opportunities and provides you with solutions throughout your lifetime. Use The Ultimate Planning Tool to see how permanent insurance can make a difference in your life!

The Mortgage Calculator

December 22, 2021

When making decisions about home ownership, knowledge is power. Use this Mortgage Calculator to estimate mortgage amounts and payments using different rates, amortization periods and payment frequencies.

Capital Required for Income

June 24, 2020

The age-old question when planning for retirement is ‘how much do I need to save’. This calculator gives you a simple idea of how much capital you’ll need for retirement.

CPP Benefits - Early or Later

June 17, 2020

Have you ever wondered what the net impact would be on your CPP Benefits depending on when you chose to start withdrawing? Try out this simple calculator to compare the impact on your pension.

Will the Money Last?

June 8, 2022

How long will your savings last when you start using it as income? Calculate it!

RRSP Tax Savings

May 8, 2020

Use this calculator to estimate the tax savings on your RRSP contribution.

Start Education Planning Now

May 8, 2020

Use this calculator to see the cost of waiting to invest in an RESP.

Tax Calculator

May 8, 2020

Use this calculator to estimate the taxes you owe based on your taxable income.

Insure Your Earning Power

May 8, 2020

Use this calculator to estimate the value of your earning power and then consider if this asset is adequately covered by disability insurance.

Life Insurance Calculator

May 8, 2020

You've decided that you need life insurance, and that's a great start! But how much life insurance is enough?

The Story Of Insurance

May 8, 2020

What is life insurance and how do I know if I should have it? Learn all about it in this simple story.

Passive Investment Income Calculator

August 15, 2019

The 2018 Federal Budget introduced new rules that can reduce the amount of the small business deduction available for active income earned in a corporation.