Financial
Calculators
Enhance your web site and keep your visitors engaged and returning with online financial planning tools.
Client-facing, financial calculators can be fully branded and embedded in your web site quickly and easily. Choose from a vast array of financial topics.
View these financial calculators for free up to five (5) times. Financial planning professionals can gain access to full-featured versions of these calculators in FreshPlan financial planning software, please contact us.
Access financial calculators anywhere you have Internet access, anytime using any device.
Available Calculators
Calculate scenarios across the full spectrum of Financial Planning, Investment, Retirement Planning, Tax, Insurance, Estate and Education Planning.
Financial Planning >>
Cash Flow
Net Worth
Investor Profile
Pay Yourself First
Investing >>
Savings Growth
Savings to Reach Goal
Magic of Compounding
Present Value Calculator
Formula for Wealth
GIC Laddering
Cost of Waiting
Real Rate of Return
Investment Fees & Returns
Stay Invested
Time to Recover
Stock, Bonds, Cash
Stock and Holding Periods
Diversify and Protect
Rate of Return Odds
Mortgage and Debt >>
Debt Consolidation
Pay Down Debt or Invest
Mortgage/Loan Payment
Blend and Extend Mortgage
Mortgage Affordability
Loan Calculator
Mortgage Calculator
Mortgage Cash Back
High Ratio Mortgage Insurance
Insurance >>
Life Insurance Needs
Disability Insurance Needs
Critical Illness Insurance Needs
Education Planning >>
Start Education Planning Now
Tax Benefits of an RESP
CESG Advantage
RESP Withdrawal
Retirement Planning >>
Retirement Calculator
Capital Required for Income
Will the Money Last?
Investment Withdrawal
Risk of Not Taking a Risk
CPP Benefits – Take Early or Later?
CPP and OAS Benefits
OAS Clawback
Inflation & Your Retirement Income
RRIF Payment
LIF Payment
TFSA vs RRSP
TFSA Contribution Limit
TFSA Limit
Tale of Two RRSPs
RRSP Withdrawals
RRSP Limit
RRSP Withholding Taxes
Spousal RRSP Withdrawals
Taxes >>
RRSP Tax Savings
TFSA vs Taxable Investment
Tax Calculator
Taxes on Investment Income
Final Tax Bite
Estate Planning >>
Estate Planning Checklist
Probate Fees
Final Tax Bite
Charitable Donation Calculator
Donate Shares to a Charity
Donate Some Shares, Sell Some
Gifts in Kind, Shares & Other Property
Historical Perspectives >>
Stay Invested
Time to Recover
Stock, Bonds, Cash
Stock and Holding Periods
Diversify and Protect
Rate of Return Odds
Custom Calculators
Can’t find what you’re looking for?
Connect with us to design a custom calculator for your needs.
Calculator Features
Financial calculators can be embedded in your web site quickly and easily so you’re up and running in no time. These financial planning tools allow clients to interact, keeping them engaged with your site.
- Consumer-facing – engage visitors to your website
- Fully Responsive– ready for any device
- Branding – content will blend with your branding
- Languages – available in English and French
Custom Solutions
Ativa provides project-managed solutions that start with a analysis of your requirements, design specification, implementation, and training. From projects like interactive calculators and custom infographics to larger unique applications, we’ll help you define the solution that’s best for you.
If you don’t see an offering that fits your specific requirements, please contact us directly.
Companion Infographics
Financial Planning infographics are available on a variety concepts and strategies. Combine calculators and infographics on your website to engage visitors and keep them returning.
CORPORATE CALCULATORS
Our Clients
We provide solutions to grow your business
Engagement and storytelling are at the heart of our approach. We provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.