Resources
Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
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.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.