Financial Tools & Calculators
PLANNING TOOLS
For most common life situations and questions.
INSURERIGHT NEEDS CALCULATOR
Use your financial information today to help decide how much insurance you may need.
BUDGET PLANNER TOOL
Create your customized budget and receive personalized tips to improve your finances.
MORTGAGE CALCULATOR
Determine what you can afford, and estimate what your expected payments may be.
FINANCIAL GOAL CALCULATOR
Calculate how to pay down your debt and reach your financial savings goals.
RETIREMENT INCOME CALCULATOR
Estimate your retirement income, employer pensions and other sources of income.
RETIREMENT SAVING CALCULATOR
Find out how much you will need to save for your retirement savings goal.
TAX FREE SAVING CALCULATOR
See how your savings can grow faster inside a TFSA than in a taxable investment.
*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
Regulators and Government Agencies
- Canadian Securities Administrators (CSA)
- BC Securities Commission
- Ontario Securities Commission
- Mutual Fund Dealers Association of Canada (MFDA)
- Investment Industry Regulatory Organization of Canada (IIROC)
- Canadian Investor Protection Fund (CIPF)
- Investment Funds Institute of Canada (IFIC)
- Canadian Life and Health Insurance Association (CLHIA)
- Assuris
- Insurance Canada
- Bank of Canada
- SEDAR
- Canada Revenue Agency (CRA)
- Human Resources and Social Development (HRSD)
- Financial Consumer Agency of Canada (FCAC)
- Canada Mortgage & Housing Corporation (CMHC)
Government of Canada
For more information on the Government of Canada, visit www.canada.ca
The official website of the Government of Canada
My Service Canada Account
Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).
CRA My Account
My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.
CRA My Business Account
My Business Account is a secure online portal that provides an opportunity to interact electronically with CRA on various business accounts.
*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.
FINANCIAL NEWS
Individual Pension Plan Lawyers and Actuaries
ESTATE PLANNING TOOLS
TAX TIPS & TOOLS
ASSET MANAGERS
- AGF Management Ltd
- BlackRock (iShares)
- CI Investments Inc
- Dynamic Mutual Funds
- Invesco /Trimark Funds
- Horizons ETFS
- Manulife Investment Management
- Fidelity Investments Canada Ltd
- Renaissance Investments
- Franklin Templeton Management Ltd
- BMO Global Asset Management
- Mackenzie Financial Corporation
- Mawer Investment Management
- MiddleField Funds
- RBC Global Asset Management
- Sprott Asset Management
- TD Mutual Funds
- Vanguard ETF Funds
Insightful Reads, Videos and Magazines
READS
MAGAZINE
VIDEOS
