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Getting Started – Video

Learn how to get started in Concept Toolkit in the following 3.5 minute video:

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Previewing a Plan - Tutorial
Starting a Plan - Tutorial
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Featured Calculators

Calculateur de retraite

Retirement Calculator

calc_invtfeesfr

Rendement et frais de placement

Utilisez ce calculateur pour savoir si une différence dans les frais influe sur la croissance de vos placements.

Featured Infographics

t_thinkaloud

Think Aloud Infographic Poster

This infographic poster illustrates the usability issues of McMaster’s Think Aloud Method.

Order Personalized Infographics

Infographics Order Form – Individual Advisors

Order your personalized infographics today.

RRIF Table

RRIF Table

Use this table to find the RRIF minimum payout percentages for each age.

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