Planning Toolkit 10 New Features

Here is what’s new in Planning Toolkit 10: Retirement Module Save scenarios. Easily create multiple, what-if planning scenarios. TFSAs and LIFs can now be entered as separate registered investment pools. New option to force an annual income withdrawal from Non-Registered […]

FreshPlan Online

Calculate. Educate. Plan. $500/ annually Web-based software app for Canadian financial and insurance advisors. FreshPlan combines 75 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. Access FreshPlan anywhere you have internet […]

Concept Toolkit 12 Update – May 2015

Concept Toolkit 12 has been updated with the following information: New TFSA limit of $10,000. New RRIF rates announced in April 2015 federal budget. 2015 marginal tax rates as of January 2015. Index data (stocks, bonds, cash, inflation) as of […]