Move your mouse over the screen shot below and click on the “<” and “>” arrows to view the gallery.
This is the Main Menu screen of Concept Toolkit where you can easily access all calculators, planners, infographics and features.
There are over 100 calculators in Concept Toolkit on all financial topics including Time Value & Compounding, Debt & Mortgages, Investments & Markets.
There are over 100 calculators in Concept Toolkit on all financial topics including RRSPs, Retirement and TFSAs.
There are over 100 calculators in Concept Toolkit on all financial topics including Esate, Insurance, Tax and Education.
This an example of a quick calculator that compares the after-tax growth of a TFSA to an RRSP.
This is the Data Entry screen for the TFSA vs RRSP calculator.
The RRIF calculator in Concept Toolkit.
This is the Data Entry screen for the RRIF calculator.
These are the planning modules available in Concept Toolkit.
All calculations and data can be saved by Client name.
An example of one of the 200 infographics in Concept Toolkit.
Another example of one of the 200 infographics in Concept Toolkit.
Use this infographic to illustrate the importance of Disability Insurance. The amounts for Car Insurance, Home Insurance and Lifetime Earnings can be changed.
Visually show clients the 3 types of investment returns - interest, dividends and capital gains.
Calculate how investment income is taxed based on the client's taxable income.
Use the Reports generator to combine any of the 100 calculators and 200 infographics into reports for printing, one-on-one or group presentations.
