Resources
Browse through these helpful resources. It can be a good starting point for you prior to our first meeting. If you have any questions, don’t hesitate to reach out.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
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.
What you get: A clear picture of where you stand today to help you plan for the future.
RESP calculator
Calculate how much you may need to save for your child’s post-secondary education.
What you get: A clear sense of the amount of money you’ll need to cover education costs
What you get: A clear sense of the amount of money you’ll need to cover education costs
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.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
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.