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.
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.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
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
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.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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
What you get: An estimate of your pension income at different starting ages
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.
What you get: An estimate of how much you would need to cover expenses if you got sick.
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.