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Financial Planning Tools

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Cash Flow

Get a better idea of where your money goes by creating a personal cash flow statement.
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Net Worth

Calculate what you own and what you owe – an important step in planning your financial future.
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Investor Profile

Understanding yourself as an investor is important when creating an effective investment portfolio.

Educational Planning Tools

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Start Education Planning Now

See how saving early can make a significant difference.
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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

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Inflation & Retirement Income

Estimate how much more income you will need at retirement to maintain the standard of living that you have today.

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Will My Money Last?

Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
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RRIF Payment

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

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Savings Growth

Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
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Cost of Waiting to Invest

See how much more you will have in your retirement fund if you start investing now.
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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.
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RRSP Tax Savings

Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
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TFSA vs Taxable Investment

Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.
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Income Tax

Estimate the taxes you owe based on your taxable income and the province you live in.

Insurance Planning Tools

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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.

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Copyright Assante Wealth Management. © 2024

Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

We have a team of advisors each specializing in varying portfolio sizes. Please let us know the approx. amount of your investable assets to help us to direct you to the advisor that is best suited to you.