FINANCIAL TOOLS & CALCULATORS
Personal Finance Tools
Household Cash Flow Statement
The first step in building a wise financial plan is determining your family's income and expenses. This tool makes it easy.
Net Worth Statement
Complete your personal financial picture by pin pointing your personal assets and liabilities.
Advantage of Early Investing
Learn the importance of investing early and on a regular basis.
Registered vs. Non-Registered Investing
Calculate the regular income stream generated by your non-registered investment.
Discover how much your money can grow in an RESP with the added contributions from the Canada Education Savings Grant. This tool also help you figure out how much you will need to save for your children's education.
Investment & Regular Deposit
See how your one time investment or regular deposit program will grow over the years.
Calculate how much you will need to save between now and the day you retire.
Find out how much income your Registered Savings plan will generate in retirement.
Weigh the benefits of registered versus non-registered growth.
RRSP Loan Planner
Find out how an RRSP loan could help boost your income at retirement.
Evaluate if your current saving strategies will effectively fund your retirement.
Mortgage / Loan Calculators
Thinking about buying a home but don’t know whether you would qualify for a mortgage? Use this calculator to find out how much you could qualify for and what your monthly payments would be.
Mortgage and Loan Amortization Scheduler
Want to know how much your mortgage will actually cost you? This easy to use tool provides a detailed payment schedule for your mortgage or loan based on the mortgage or loan amount, payment frequency, interest rate and the amortization period information you provide.
Looking to consolidate your high interest debt into one easy to manage payment? This calculator can show you how much you might save by consolidating your debt at a lower interest rate.
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 this calculator is reliable, accurate or complete or that it will be compatible with your computer.
The decisions we make each day are deeply influenced by preconceptions and emotions. The Fall edition of Solutions focuses on the effect our emotions can have when it comes to making decisions about finances. Features include: Being aware of cognitive biases can help us make better investment decisions; How an advisor can bring you closer to reaching your financial goals; Investment loans 101; Living solo; and more.
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