Tools & Calculators
Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
Use retirement savings calculatorWhat you get: An assessment of whether you’re saving enough to retire when and how you want.
Duration: About 5 min.
Life insurance calculator
Calculate how much life insurance you will need to help your loved ones cover financial responsibilities after you're gone.
Use life insurance calculatorWhat you get: An estimate of the amount of coverage you need to protect those who depend on you.
Duration: About 2 min.
Find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF.
What you get: An estimate of your guaranteed retirement income with an annuity.
Duration: About 2 min.
Calculate what it would cost if you became seriously ill and see how insurance can help.
What you get: An estimate of how much you would need to cover expenses if you got sick.
Duration: About 2 min.
Find out what will happen to your RRSP savings if you change your contribution rate or take money out.
What you get: An understanding of what contributions and withdrawals will do to your RRSP’s growth.
Duration: About 2 min.
Calculate how much you may need to save for your child’s post-secondary education.
What you get: A clear sense of the amount of money you’ll need to cover education costs.
Duration: About 2 min.
What’s your net worth? Calculate the difference between what you own (your assets) and what you owe (your liabilities).
What you get: A clear picture of where you stand today to help you plan for the future.
Duration: About 2 min.
Should you pay off your mortgage or contribute to your RRSP? Use this simple tool to find out.
What you get: An idea of how much you would gain by putting money towards your mortgage or RRSP.
Duration: About 1 min.
Find out if taking an RRSP loan to take advantage of unused RRSP contribution room is right for you.
What you get: A recommendation on whether to take out a loan to contribute to your RRSP.
Duration: About 1 min.
Take this quiz and find out how the choices you’re making today are shaping your financial future.
What you get: Some simple tips on how to manage your finances by taking the long view.
Duration: About 2 min.
Work out your estimated life expectancy, based on recent actuarial data.
What you get: A rough idea of how long you could need your retirement savings to last.
Duration: About 1 min.
This fast, easy tool helps you identify the financial issues people at your life stage often face.
What you get: A high-level review you can use to guide your financial decision-making.
Duration: About 3 min.