Resources
Resources are great for when you’re looking for solutions at your own pace. Browse through and check out some of the tools and calculators that provide helpful insights.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
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.
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.
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.
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.
RRSP loan calculator
Find out if taking an RRSP loan to take advantage of unused RRSP contribution room is right for you.
What you get: A recommendation on whether to take out a loan to contribute to your RRSP.
What you get: A recommendation on whether to take out a loan to contribute to your RRSP.
RRSP vs. Mortgage calculator
Should you pay off your mortgage or contribute to your RRSP? Use this simple tool to find out.
What you get: An idea of how much you would gain by putting money towards your mortgage or RRSP.
What you get: An idea of how much you would gain by putting money towards your mortgage or RRSP.
Partners
Mark LeClaire, CFP®, CIM, CLU Planning Director Estate & Financial Planning Services
Description/Bio: 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.
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.