Financial Resources

We understand that navigating the world of personal and business finances can be complex for many people. Below are some helpful tools and resources to help you better understand and manage your finances. Please feel free to contact one of our strategic wealth advisors with any questions you may have.

Tools & Calculators

Financial Planning

Cash Flow — Get a better idea of where your money goes by creating a personal cash flow statement.

Net Worth — Calculate what you own and what you owe – an important step in planning your financial future.

Investor Profile — Defining your investment objectives and personality is important when creating an effective investment portfolio.

Education Planning

Start Education Planning Now — Discover how saving early can make a significant difference.

Tax Benefits of an RESP — Learn how tax-sheltered growth in a RESP can help you build a post-secondary education fund for your children.

Tax Benefits of an RESP — Learn how tax-sheltered growth in a RESP can help you build a post-secondary education fund for your children.

Retirement Planning

Inflation and Retirement Income — Calculate how much additional income you will need in retirement to maintain your current standard of living.

Will the Money Last? — Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.

RRIF Payment — Calculate your RRIF payment and see how long the funds will last.

TFSA vs RRSP — See how your marginal tax rate affects the growth of your TFSA and RRSP.

Investing & Taxes

Savings Growth — Compare the growth of two investments by changing the invested amounts, rates of return and years of growth.

Cost of Waiting to Invest — Determine how much more you will have in your retirement fund if you begin investing now.

Real Rate of Return — Calculate the real rate of return on a taxable investment after taking taxes and inflation into account.

RRSP Tax Savings — Estimate the tax savings on your RRSP contribution using three different amounts.

TFSA vs Taxable Investment — compare the growth of a TFSA to a taxable investment.

Income Tax — Calculate the taxes you owe based on your taxable income and the province you live in.

Useful Financial Links

Get in touch with our team and let’s see if there is a good fitContact Us
Get in touch with our team and let’s see if there is a good fitContact Us