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Financial Calculators

Our RRSP calculator can help you calculator how much you need to save between now and when you want to retire.
Click here for RRSP calculator.

Ever wonder about the tax benefits to putting money into your RRSP? We can help you get a personalized assessment.
Click here for our RRSP Illustrator.

Discover how much you can get for your children’s education from the Canadian Education Savings Grant. Also, calculate how much you will need to save for your children’s education.
Click here for our RESP calculator.

Having an RRSP loan may boost your income at retirement.
Click here to find out about advantages of early investing.

See how your one time deposit or regular deposits will grow over the years.
Click here to calculate to see how much your money can grow.

Have you often wondered the different between registered and non-registered investments?
Click here to find out the difference and the benefits of both.

See how much income your registered investments can generate during our retirement.
Click here for our RIF/LIF & LRIF calculator.

Determining your family’s income and expenses is a very important first stop in building your financial plan.
Click here for our cash flow calculator.

If you are wondering where to begin in your business and wealth transition planning, we can help you identify your next steps that will set you on a course towards a successful transition! Click here to contact us for more information.


Here are some additional calculators from some of our carriers.

Sun Life

Life Stage Planner

Financial Habits Quiz

How Much Life Insurance do I Need?

What Will My Investments Be at Retirement?


Manulife Financial

InsureRight is a tool that will guide you through the steps of determining the right amount of Life Insurance, Disability or Critical Illness

For quick insurance rate calculations, visit Manulife Rates to Go

Pension Builder–  Income calculator and a Retirement Expense Worksheet


RBC Insurance

Calculating your Life Insurance Needs

Retirement Cash Flow Calculator