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.
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).
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.
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.
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...
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.
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...
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.
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...
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.
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
The Life Insurance Needs Calculator lets you estimate the amount of life insurance coverage you and your spouse / partner require.
Figure out whether or not pursuing a potential investment property is a good idea or not using this downloadable worksheet.
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. LEARN HOW TO USE THIS WORKBOOK IN THIS BLOG POST