Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.



What you get: An estimate of the amount of coverage you need to protect those who depend on you

Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.

Critical illness insurance

Calculate what it would cost if you became seriously ill and see how insurance can help.
What you get: An estimate of how much you would need to cover expenses if you got sick.

Net worth calculator

What’s your net worth? Calculate the difference between what you own (your assets) and what you owe (your liabilities).
What you get: A clear picture of where you stand today to help you plan for the future.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.

RRSP calculator

Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.

RRSP vs. Mortgage calculator

Should you pay off your mortgage or contribute to your RRSP? Use this simple tool to find out.
What you get: An idea of how much you would gain by putting money towards your mortgage or RRSP.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.