Resources

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.

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.

Annuity calculator

Find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF.
What you get: An estimate of your guaranteed retirement income with an annuity.

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

Life expectancy calculator

Work out your estimated life expectancy, based on recent actuarial data.
What you get: A rough idea of how long you could need your retirement savings to last.

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.

Have questions?

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