Tag: financial planning

Mortgage Qualifier Calculator

Mortgage Qualifier Calculator

Learn what size mortgage can you qualify for. We’ll help you estimate the maximum value of a house you may qualify to buy based on your current household income and other debts.

By June 25, 2014 Read More →
Tale of Two RRSPs Calculator

Tale of Two RRSPs Calculator

Explore retirement saving strategies such as increasing your annual RRSP contributions, contribute earlier in the year, start early in life, contribute longer and earn a higher rate of return.

By November 26, 2013 Read More →
Infographic: RRSP Resources

Infographic: RRSP Resources

See the infographic on how to start conversations with clients this RRSP season with infographics.

By November 18, 2013 Read More →
Retirement Calculators

Retirement Calculators

Find out if you are saving enough and what options are available so you can retire financially secure.

By October 25, 2013 Read More →
Will the Money Last?

Will the Money Last?

Use this calculator to see how long your money will last if you make regular, annual income withdrawals and factor in inflation.

By September 20, 2013 Read More →
Financial Events Infographic

Financial Events Infographic

Financial planning can help you prepare for life’s major events which often turn out to be major financial events as well.

By July 16, 2013 Read More →
Tale of Two 401(k)s Calculator

Tale of Two 401(k)s Calculator

Explore retirement saving strategies such as increasing your annual 401(k) contributions, contribute early in the year, start contributing early in life, contribute longer and earn a higher rate of return.

By July 11, 2013 Read More →
Understanding MERs Infographic

Understanding MERs Infographic

Learn about the MER (management expense ratio) and how it affects the growth of your investments.

5 Reasons to Prepare a Net Worth Statement

5 Reasons to Prepare a Net Worth Statement

Here are five reasons why you should complete or update your net worth statement at least once a year.

By July 2, 2013 Read More →
5 Reasons to Prepare a Cash Flow Statement

5 Reasons to Prepare a Cash Flow Statement

Here are five reasons why you should prepare a cash flow statement to help you reach your financial goals.

By July 1, 2013 Read More →
Mortgage Accelerator Calculator

Mortgage Accelerator Calculator

Learn how increasing your mortgage payment or changing the frequency of your payments can reduce the life of your mortgage and the amount of interest you pay.

By June 25, 2013 Read More →
Net Worth Calculator

Net Worth Calculator

Use this calculator to determine your net worth, one of the key first steps in reorganizing and rebuilding your personal finances.

By June 18, 2013 Read More →
Cash Flow Calculator

Cash Flow Calculator

Track all your income and expenses to understand your cash flow.

By June 18, 2013 Read More →
Start Contributing Early in Life

Start Contributing Early in Life

Use this calculator to see the difference in the growth of your RRSP between starting your contributions early in life versus starting later.

By April 11, 2013 Read More →
Importance of Higher Returns

Importance of Higher Returns

Earning the highest rate of return your risk tolerance will permit can make a dramatic difference.

By July 20, 2012 Read More →
Tax Benefits of an RESP

Tax Benefits of an RESP

Learn how tax sheltered growth in a RESP can build an education fund for your children.

By July 19, 2012 Read More →
Financial Checkup Checklist

Financial Checkup Checklist

Use this checklist to perform a checkup on your personal financial situation to see if you are headed in the right direction.

By June 26, 2012 Read More →
Estate Planning Checklist

Estate Planning Checklist

Use this checklist to see if your estate plan is on track.

By June 22, 2012 Read More →
Cash Flow Calculator

Cash Flow Calculator

Use the cash flow calculator to easily track all your income and expenses.

By June 5, 2012 Read More →
Mortgage Qualifier Calculator

Mortgage Qualifier Calculator

Estimate the maximum value of a house you may qualify to buy based on your current household income and other debts.

By May 29, 2012 Read More →
Start Education Planning Now

Start Education Planning Now

The earlier you start saving, the larger your education savings will be thanks to the magic of compounding.

By May 28, 2012 Read More →
CESG – Supercharge your Education Savings

CESG – Supercharge your Education Savings

Learn how the Canada Education Savings Grant (CESG) can enhance the value of your RESP with this calculator.

By May 28, 2012 Read More →
Insure Your Earning Power

Insure Your Earning Power

Have you insured one of your most valuable assets – your ability earn an income? Use this calculator to estimate the value of your lifetime earnings.

By May 28, 2012 Read More →
Net Worth Calculator

Net Worth Calculator

Getting a real understanding of your real worth is the first step in reorganizing and rebuilding your personal finances.

By May 15, 2012 Read More →
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