Resources

Feel confident in your family’s future.

Helping you protect your family from the unexpected.

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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CPP/QPP calculator

Find out what factors can affect your CPP/QPP payments and estimate your monthly pension income.
What you get: An estimate of your pension income at different starting ages

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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.

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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.

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Partners

Planning Director Estate & Financial Planning Services, Central/Atlantic Region

Ben focuses on complex case consultation with EFPS, primarily dealing with Ultra High Net worth / High Net worth clients, Professionals and Small Business Owners with a focus on areas of retirement, estate, tax and business succession planning. Ben has been working within the wealth management industry for over 18 years with a large Financial Institution and has held several positions as an advisor, a planning specialist and business practice management coach. With an accounting background, Ben brings a wealth of knowledge and experience in Retirement Planning, Tax Planning, Estate Planning and Investment planning.

Ben has been a Certified Financial Planner for more than 14 years, is member of the Society of Trust and Estate Practitioners (TEP), a Certified international Wealth Manager (CIWM), a Chartered Life Underwriter (CLU) and a Fellow of the Canadian Securities Institute (FCSI).

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Planning Director Estate & Financial Planning Services, Central/Atlantic Region

Mark focuses on comprehensive planning focusing on tax efﬁciency for high net worth and high income clientele of Sun Life Financial, predominately with business owners and executives. Mark has been assisting clients in meeting their needs for over 30 years.

In conjunction with your advisor, Mark is happy to put his expertise to work to ensure you and your family are secure and tax efﬁcient.

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More resources

Have questions?

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

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