Planning Tools

Our planning tools and calculators allow you to assess your current finances and forecast how much will need to reach your savings goals.

My Plan Retirement Assessment

The road to retirement is different for everyone. What does retirement look like to you? How much do you need to save? It starts with a plan. Let us help you understand the numbers to accomplish your retirement goals with My Plan Retirement Assessment.

Major Purchase Assessment

Planning for a major purchase? A truck, house, or maybe a long awaited vacation? A big expense can affect your personal goals. Let us help estimate the savings you will need with our Major Purchase Assessment.

Education Assessment

How much will it cost for my child(ren) to go to school? Do your homework, explore your savings options and start saving today. Find out how much you need to save with our Education Assessment Calculator.

Investment Calculators

Try these easy-to-use investment calculators from our partner NEI Investments, from retirement calculators to RRIF payments, these calculators can help make planning your financial future easier.

Calculator/Assessment results are estimates and should not be relied upon as financial advice. The results are based on the accuracy and completeness of information entered and on certain assumptions. The calculator does not anticipate or take into account future changes to government retirement programs or tax rates and rates of return on investments may vary.

My Plan

A retirement plan customized for you!

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Starting an RESP?

With rising education costs, feel better prepared.

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Reasons to consolidate your investments with one advisor

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