Resources
Helping you in your planning journey.
We believe in the importance of financial literacy when working towards achieving your financial goals. Your portfolio should be managed using a hands-on and active approach.
Please find below a number of tools and calculators that will help you in your planning journey. If you have any questions or want more information, please don’t hesitate to contact our team.
RRSP tax savings
Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.
Tax Calculator
Estimate how much you owe in taxes based on your taxable income and your province of residence.
Donating shares to a charity
Compare selling shares and donating the cash proceeds to donating the shares directly.
Start education planning now
See how saving early can make a significant difference.
Retirement Calculator
Use this tool to estimate how much annual income you’ll have when you retire.
Estate Planning Checklist
This checklist will help you assess the status of your estate plan.
CPP & OAS Benefits
This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.
RRIF Payment
Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.
LIF Payment
Use this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).nce.