Financial Calculators

Savings Calculator

Illustrate savings accumulation

Loan Calculator

Illustrate the interaction amongst factors pertaining to a loan

Investment Income Calculator

Calculate your client's income with regards to several factors

Investment Postponement Calculator

What impact will postponing your investments have?

Tax Rate Calculator

Calculate different tax rates with regards to your province and taxable income.

Inflation Calculator

Today’s buying power for a future amount of money.

RRSP Loan Calculator

Is it pertinent to borrow in order to contribute to your RRSP?

RRSP Tax Savings Calculator

Tax savings generated from RRSP contribution.

Retirement Budget and Inflation Calculator

Demonstrate the effect of inflation on a retirement budget based in current dollar value.

Value of Human Life

What is your current economic value?

My Financial Benchmark

Curious about how your financial situation compares to your peers?

Financial Insights

Monetary Policy 101

Monetary Policy 101 Bank of Canada and Interest Rates

The Bank of Canada influences interest rates for consumers and businesses. The “overnight rate”, set by the Bank of Canada is the foundation rate that all other interest rates are based upon.

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Life Insurance Explained

The technicalities of life insurance can make it difficult to understand. Many clients are overwhelmed, or unsure about which option is best in terms of cost, coverage and meeting their goals.

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