Claudia Weisser FMA, CIM®

Senior Investment Advisor

Tools and Calculators

Financial Planning

Cash Flow
Get a better idea of where your money goes by creating a personal cash flow statement.

Net Worth
Calculate what you own and what you owe - an important step in planning your financial future.

Your Investor Profile
Understanding yourself as an investor is important when creating an effective investment portfolio.

Education Planning

Start Education Planning Now
See how saving early can make a significant difference.

Tax Benefits of an RESP
Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.


Retirement Planning

Inflation & Retirement Income
Estimate how much more income you will need at retirement to maintain the standard of living that you have today.

Will the Money Last?
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.

RRIF Payment
Calculate your RRIF payment and see how long the funds will last.

TFSA vs RRSP
Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.


Investing & Taxes

Savings Growth
Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.

Cost of Waiting to Invest
See how much more you will have in your retirement fund if you start investing now.

Real Rate of Return
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.

RRSP Tax Savings
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.

TFSA vs Taxable Investment
Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.

Income Tax
Estimate the taxes you owe based on your taxable income and the province you live in.

Personalized financial advice

The Assante Difference

A Complete Approach to Wealth Management

At Assante, we simplify your life by meeting all of your wealth management needs in one place.

You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice.

As your main source for all of your wealth needs, I can help you make the right decisions. 

Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

Discover why Assante's unique financial advice makes all the difference!

Call me to discuss:

Tax and estate planning
Retirement income planning
Business succession planning
Investment planning advice
Cash management
Charitable giving
Mortgage and debt management
Insurance planning*

 

 

*Insurance products and services provided through Assante Estate and Insurance Services Inc.