Marginal Tax Rates Guide
Discover 2024 tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.
Segregated Funds Infographic
Individuals can combine investment capital appreciation along with life insurance benefits.
Credit Score Infographic
Discover the factors involved in determining your credit score, and why a good score is important.
TFSA Infographic
Explore 2024 contribution limits, eligibility, tax deductibility on investments and timing and tax on withdrawals.
TFSA Contribution Limit
Calculate how much you can contribute, tax-free, to your TFSA
Mortgage Affordability Calculator
The Mortgage Affordability Calculator helps to determine how much you can afford to borrow to buy a home, based on income and expenses.
Blended Mortgage Calculator
Calculate a new rate and terms of refinancing your mortgage without breaking your current mortgage.
Mortgage or Term Insurance Infographic
It’s important to consider protecting your home investment with mortgage or term insurance.
Insurance Planning Infographics
Insurance Planning infographics illustrate the many insurance options to best to protect you and your family.
Charitable Giving Infographic
This Charitable Giving infographic illustrates some financial benefits and ways to support charitable organizations.
Lifelong Learning Plan Infographic
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.
Fillable PDF Forms
Fillable PDF Forms will help you gather information from clients to assist in your financial planning.