Resources

Make sure the next chapter of your life is in the right hands.

As a new canadian, you can be confident knowing you’re getting honest, authentic and knowledgeable advice to help you reach your goals.

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.

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.

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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

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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.

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