Our tools and calculators are created by trusted financial professionals who are driven to help you thrive at every stage of your life.
Financial Planning
Cash Flow ›
Get a better idea of where your money goes by creating a personal cash flow statement.
Diversification Potential ›
Calculate what you own and owe to better plan ahead.
Investor Profile ›
Helping you better understand yourself as an investor.
Retirement Planning
Inflation & Retirement income ›
Learn how much you will need at retirement and maintain your standard of living today
Will the Money Last? ›
Estimate how long your retirement savings will last if you make regular, annual income withdrawal & factor in inflation.
RRIF Payment ›
Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.
Education Planning
Start Education Planning Now ›
See how saving early can make a significant difference.
Tax Benefits of an RESP ›
Discover the tax benefits of contributing to an RESP, and build a post-secondary school education fund for your child.
Investing & Taxes
Savings Growth ›
Estimate the future value of your savings by testing different investment amounts.
Cost of Waiting to Invest ›
See how much more you will have in your retirement fund if you start investing now.
RRSP Tax Savings ›
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
TFSA Vs. Taxable Investment ›
Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.
Real Rate of Return ›
This Tool determines the real value on a taxable investment after taxes and inflation are considered.
Income Tax ›
Estimate the taxes you owe based on your taxable income and the province you live in.
Learn how we can align your wealth, values & dreams
We are a holistic financial advisory firm with a deeply rooted, evidence-based approach to wealth planning and investing.
