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Financial Planning Tools
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
Understanding yourself as an investor is important when creating an effective investment portfolio.
Educational Planning Tools
Start Education Planning Now
See how saving early can make a significant difference.
Tax Benefits of an RESP
Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.
Retirement Planning Tools
Inflation & Retirement Income
Estimate how much more income you will need at retirement to maintain the standard of living that you have today.
Will My 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
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.
Retirement Planning Tools
Savings Growth
Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
Cost of Waiting to Invest
See how much more you will have in your retirement fund if you start investing now.
Real Rate of Return
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.
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.
Income Tax
Estimate the taxes you owe based on your taxable income and the province you live in.
Insurance Planning Tools
Needs Analysis
With Manulife’s InsureRight Calculator, you can complete an analysis of your life, disability and critical illness insurance needs. The calculator uses your financial information today to help you decide how much insurance you may need.
As an engineer, what I like is that your approach is independent and objective, logical and methodical and what you believe is best for clients, even if not necessarily aligned with corporate preferences. You provide well researched analyses to support decisions and plans, have a good communications strategy and willingly fulfill any request made of you.
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