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5 Steps to Becoming Financially Fit

5 Steps to Becoming Financially Fit

Understanding where you stand financially, spending less than you earn and having confidence in your ability to make financial decisions are examples of being in control of your finances.  If you want to reduce stress and anxiety over finances, follow these 5 steps......

Will Planning Guide

Will Planning Guide

Planning your will can be stressful. Use this guide to help with your will planning process.

Family Discussion Checklist

Family Discussion Checklist

How many people actually talk about their personal or business succession plan with their family, what they want done in the event they are unable to manage their own money, where they would like to live, and how they want their estate distributed? How many people...

Home Seller / Home Buyer Guide Book

Home Seller / Home Buyer Guide Book

 Home Seller's Guide Book : packed with essential marketing tips and information to help you sell your home at the ideal price and timeframe in today’s market. Home Buyer's Guide Book : includes essential tips, checklists and information to help you buy your ideal...

Preparing for the unexpected

Preparing for the unexpected

No one lives forever, but what if your time is up sooner than expected? Find out how to prepare for the unexpected.  LEARN HOW TO USE THIS WORKBOOK IN OUR EPISODE: HERE.  Thanks Trixie Rowein of  Raymond James for joining us on the show and providing us this...

Retirement Needs Calculator

Retirement Needs Calculator

What's your number for retirement? This calculator will show you your retirement potential. It's a great starting point to ensure you are on track to reach your retirement goals.

Terminal Tax Calculator

Terminal Tax Calculator

The Terminal Tax Calculator estimates the amount of taxes your estate will be required to pay in the year of your death (assuming no surviving spouse / partner).

Investment Leverage Calculator

Investment Leverage Calculator

The Investment Leverage Calculator lets you compare an interest-only investment loan to making regular monthly savings. The strategy that produces a larger investment balance at retirement may warrant further consideration in your planning.

RRSP Loan Calculator

RRSP Loan Calculator

The RRSP Loan Calculator lets you compare borrowing to invest a lump-sum in your RRSP today vs. making regular monthly contributions to your RRSP. The strategy that produces the larger RRSP balance at retirement may warrant further consideration in your planning.

Income Tax Calculator

Income Tax Calculator

The Income Tax Calculator estimates the amount of tax you will be required to pay on the various sources of income earned. If you are an employee, use the calculator to estimate the potential tax savings from RRSP contributions. If you are self-employed, use the...

TFSA vs. RRSP

TFSA vs. RRSP

The TFSA vs. RRSP Calculator lets you compare investing in the 2 most popular tax-assisted investments available to Canadians. The strategy that produces the larger “After-Tax Retirement Income” may warrant further consideration in your planning.

RRSP vs. Non-RRSP

RRSP vs. Non-RRSP

The RRSP vs. Non-RRSP Calculator lets you compare investing in your RRSP to investing the after-tax equivalent in an investment vehicle where the interest is taxable when earned. The strategy that produces the larger “After-Tax Retirement Income” may warrant further...

RRIF Calculator

RRIF Calculator

The RRIF Calculator estimates the future withdrawals you will need to make from your RRIF based upon the prescribed minimums. You can also use the RRIF calculator to estimate how long you can withdraw a set amount from your RRIF before running out of money.

RRSP vs. Mortgage

RRSP vs. Mortgage

The RRSP vs. Mortgage Calculator lets you compare investing a lump-sum in your RRSP today vs. paying down your mortgage and investing future mortgage savings in your RRSP. The strategy that produces the larger RRSP balance at retirement may warrant further...

RRSP Calculator

RRSP Calculator

The RRSP Calculator estimates the future value of your RRSP investment given various assumptions. You can use the RRSP calculator to see the impact various savings and return assumptions may have on your investment.

Mortgage Calculator

Mortgage Calculator

Calculate the impact various payment assumptions will have on the number of years until your mortgage is paid. Two scenarios and optional payment modes allow you to explore multiple strategies at once

Life Insurance Needs

Life Insurance Needs

The Life Insurance Needs Calculator lets you estimate the amount of life insurance coverage you and your spouse / partner require.

Estate Planning Guide

Estate Planning Guide

This handy reference guide gives you one central location for all your up-to-date vital information your loved ones will need.

Investment Property Analyzer

Investment Property Analyzer

Figure out whether or not pursuing a potential investment property is a good idea or not using this downloadable worksheet.

Financial Goals & Dreams

Financial Goals & Dreams

Find out how to make an actionable plan to achieve your financial goals and dreams based on your cash flows.

Cash Flow Snapshot (Budget)

Cash Flow Snapshot (Budget)

Find out how to take control of your cash flow with this downloadable worksheet that will take you through creating your own itemized budget, seeing where your money goes and create financial goals. Check out this blog post to learn tips on how to use this worksheet....

Kids & Money Workbook

Kids & Money Workbook

Find out how to teach your kids about money, entrepreneurship and budgeting through allowances and chores.

Cross-Border Reallocation

Cross-Border Reallocation

Find out the financial facts you need to know before you relocate across borders to Canada or the United States.

Business Succession Planning

Business Succession Planning

Find out the actionable steps you need to take to transition your business to family members or employees, to sell the business at arms-length or to liquidate. 

10 Ways to Grow Your RRSP

10 Ways to Grow Your RRSP

Canadians are increasingly relying on their own resources to fund their retirements. Here are ten strategies to make your RRSP grow and increase your retirement capital.

First Time Home Buyers Guide

First Time Home Buyers Guide

Buying a home can be quite a daunting task! It requires a lot of time and effort, especially if it’s your first time. Learn about the process and the steps involved to get a head start in this comprehensive workbook from Olympic Mortgage Corporation. Make better and...

Tax Tips for Families

Tax Tips for Families

Before completing your taxes for your family, make sure to check out these top tips from our friends over at Raymond James Ltd.