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.
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.
Tax Free Savings Accounts – The Basics
A Tax-Free Savings Account, more commonly known as a TFSA, is a savings that can hold cash as well as investments. The TFSA was introduced to Canadians in 2009.