Planning Calculators

Wondering if you'll have enough money to live the retirement you want? Or what kind of difference bumping up your regular contributions can make? Thinking of taking CPP benefits early? The calculators below can help you explore these and other commonly asked financial planning questions.

Note: These tools are for educational purposes only and have certain assumptions built into them. Results are not guaranteed. We encourage you to contact us at 1-888-888-3147 with any questions.

How Long Will my Money Last?
Explore how long your investments will provide you with an annual income.

Retirement Calculator
See if you have enough money to last through retirement.

Savings Growth
Compare the growth of your investments under various scenarios.

Formula for Wealth Calculator
Explore the tradeoffs between target goal, time horizon, and rate of return.

CPP Benefits — Take Early or Later?
Compare the value of CPP benefits if you take them prior to 65, or later.

CPP & OAS Benefits
Check out current and projected government benefits.

See how your marginal tax rate affects the growth of your TFSA and RRSP.

RRSP Tax Savings Calculator
Estimate the tax savings on your RRSP contribution.