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      Success Starts with the Right Financial Tools

      From risk management to retirement planning, our calculators help you visualize your financial journey so you can confidently work toward achieving your goals. Calculate your current net worth, evaluate tax-saving strategies, estimate recovery times, discover the power of compounding, and much more.

      Remember: If you fail to plan, you are planning to fail! 

       

       

      Not seeing the calculator you need?

       

      Reach out to our team: we’re here to help with more complex planning or custom solutions.

      Financial Planning

      Where does your money really go each month? Are you utilizing the right investment vehicles and tax planning strategies to your advantage? Whether you're optimizing liquidity, managing risk, or planning for what's next, use these tools to map out a plan that actually works for your life — not just the spreadsheet.

      TFSA vs RRSP

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

      RRSP Tax Savings

      Use this calculator to estimate the tax savings on your RRSP contribution.

      FHSA Calculator

      Compare two scenarios to see how much you can save towards the purchase of your first home by investing with a First Home Savings Account (FHSA).

      Mortgage Calculator

      Calculate your payment or mortgage amount and see how extra payments reduce interest and time to pay off.

      Tax Calculator

      Use this calculator to estimate the taxes you owe based on your taxable income.

      RESP Calculator

      See how much the Canada Education Savings Grant (CESG) adds to the growth of your RESP.

      Donating shares to a charity

      This calculator compares selling shares and donating the cash proceeds to donating them directly.

      Investment Planning

      Wealth isn’t built on guesswork. These tools help you model real-world scenarios so you can make informed investment decisions with clarity, not complexity. 

      Magic of Compounding

      See how the magic compounding - earning "interest on interest" creates rapid investment growth.

      Rule of 72

      The Rule of 72 is an easy way to estimate how long it will take your investment to double in value.

      Time to Recover

      See how long it will take your portfolio to recover from a market downturn.

      Pay Down Debt or Invest?

      Should you pay down or invest if you have extra money?

      Retirement Planning

      What kind of lifestyle can you expect during retirement? Are you using the right tax-saving vehicles for your nest egg? Use the financial calculators below to run the numbers.

      Retirement Projection

      See if you will have enough money to last through retirement.

      Cash Flow

      How long will your money last with systematic withdrawals? See if you will have enough money through retirement.

      CPP Benefits - Take Early or Later?

      This chart compares the value of CPP benefits if you take them earlier or later.

      OAS CLAWBACK

      Old Age Security is reduced for people with high income through a clawback/recovery provision.

      You’ve crunched the numbers – now let’s build the strategy.

      Strategic wealth deserves expert guidance. Connect with one of our experienced wealth professionals and take the next step toward tailoring a plan for your unique goals and priorities.

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