CALCULATORS AND PLANNERS

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Financial Calculators

Calculate payment options, determine if your retirement plan is on track or compare different savings types. Whether you’re looking to budget your expenses or get a sense of your net worth, one of our calculators can help.  

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SAVINGS

Savings Calculator

Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Compare Savings Rates

Use this calculator to see how different savings rates can impact your savings strategy.

RETIREMENT

TFSA, RRSP and Savings Account Calculator

This calculator is designed to help compare a TFSA to a RRSP and an ordinary taxable savings account.

Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

Specialty Calculators Advisor Use Only

Series T Calculator

Designed to help your clients achieve their monthly cash flow needs.

Fee Calculator

Obtain an estimate of the fees and discounts for any investment in our Preferred Pricing series.

Additional Calculators

RRIF Payment Calculator

Calculate different payment options from your RRIF.

RRSP Loan Calculator

See how an RRSP loan could help your retirement savings plan.

Amortizing loan calculator

Enter your loan amount and we will calculate your loan payment.

Mortgage loan calculator

Determine your monthly payment and amortization schedule.

Home budget calculator

Analyze your budget and see where your money goes.

Net worth calculator

Determine your net worth and estimate how it could grow (or shrink).

Education savings plan

Use this calculator to help develop or fine-tune your education savings plan.

Mortgage refinance interest savings

See how much interest you can save by refinancing your mortgage.