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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
Below are a series of financial calculators designed to help you get an initial understanding of your financial situation. We encourage you to use them.
Get a better idea of where your money goes by creating a personal cash flow statement.
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.
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.
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.
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.
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.
Estimate the taxes you owe based on your taxable income and the province you live in.
The redesigned Assante InvestorOnline offers a fresh layout with new and improved features. Part of our commitment to providing a complete approach to our clients includes an improved online experience, where you have access to your Assante account information and more, any time, day or night... To read more click here.
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