Resources
Tools and Calculator
Use our tools and calculators to explore financial solutions tailored to your needs and goals.
Tools and Calculator
FINANCIAL PLANNING
Cash Flow
Get a better idea of where your money goes by creating a personal cash flow statement.
Open toolNet Worth
Calculate what you own and what you owe – an important step in planning your financial future.
Open toolYour Investor Profile
Understanding yourself as an investor is important when creating an effective investment portfolio.
Open toolTools and Calculator
RETIREMENT PLANNING
Will the money last?
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
Open toolTFSA vs RRSP
Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.
Open toolInflation & Retirement Income
Estimate how much more income you will need at retirement to maintain the standard of living that you have today.
Open toolTools and Calculator
INVESTING & TAXES
Savings Growth
Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
Open toolCost of Waiting to Invest
See how much more you will have in your retirement fund if you start investing now.
Open toolReal Rate of Return
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.
Open toolRRSP Tax Savings
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
Open tool