Resources

Helpful links & Articles

CRA

Canada Revenue Agency

Benefit payment dates

Canada Revenue Agency benefits payment dates

Canada Pension Plan

From Services Canada website

Investright.org

From the BC Securities Commission

Financial Planning Advice

From Financial Consumer Agency of Canada

Financial Planning Standards Council

A not-for-profit standards-setting and certification body that develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® certification

Financial Calculators

Mortgage Refinance Interest Savings

Use this calculator to see how much interest you can save by refinancing your mortgage.

Retirement Planner

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

RRSP Loan Calculator

A RRSP loan can be an excellent way to jump start your retirement savings. Use this calculator to see how an RRSP loan could help your retirement savings plan.

Home Budget Calculator

Analyze your budget, see where your money goes and find out where you can improve!

Amortizing Loan Calculator

Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment.

Compare Savings Rates

Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy.

Education Savings Plan

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

Mortgage Loan Calculator

Use this calculator to determine your monthly payment and amortization schedule.

Net Worth Calculator

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

RRIF Payment Calculator

This calculator is designed to help you calculate different payment options from your Registered Retirement Income Fund (RRIF).

Savings Calculator

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

TFSA, RRSP and Savings Account Calculator

This calculator is designed to help compare a Tax Free Savings Account (TFSA) to a Registered Retirement Account (RRSP) and an ordinary taxable savings account.