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Retirement Planning Tools


Retirement Assesment - Want to get a quick picture of where you are in saving for retirement? With just six simple questions, this assessment shows you how close you are to what you'll need for retirement. And once you're done you can manipulate different factors to see how adjusting your plans can bring you closer to your goals. Then print a report to study further and discuss with your advisor.

RIF/LIF Illustrator - Find out how much income your Registered Savings plan will generate in retirement.

RRSP Calculator - Calculate how much you will need to save between now and the day you retire.

RRSP Illustrator - Get a personalized assessment of the tax benefits you gain by investing in your RRSP.

Financial Planning

RRSP Loan Planner - Find out how an RRSP loan could help boost your income at retirement.

Registered/Non-Registered Comparison - Weigh the benefits of registered versus non-registered growth.

Your Estate Plan – Getting Started - Thinking about death and putting off planning your estate – one is difficult and the other is very easy. Together, if they remain ignored, the two can combine to create a sticky situation for you and your beneficiaries.
Use our 5-step process to get you started on your plan, then work with your advisor to put your plan in action.