What is Concept Toolkit?

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  • Concept Toolkit has 125 easy-to-use calculators and 200 infographics covering the full spectrum of Financial, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning topics that lets you:
    • Calculate
    • Plan
    • Educate
  • It’s a great time saver and a perfect complement to programs like Naviplan, PlanPlus and CCH when you don’t need to do a full financial plan.
  • It’s visual, very easy to use and will save you time when you need to do a quick illustration or explain a financial topic to a client or prospect.

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