Software Updates

These software updates are for licensed users of Concept and Planning Toolkit.

Click on the “+” sign or anywhere on the grey bars below to expand the update information.

Concept Toolkit 12 Update March 26, 2019

Concept Toolkit 12 has been updated with the following information

  • Marginal tax rates as of January 2019.
  • New branded infographics
    • Budget 2019
    • Tax Time 2018
    • Money Facts 2019
    • Money Dates 2019
    • Six Step Financial Planning Process
    • Net Worth Statement
    • Value of Advice
    • RRSPs and TFSAs
    • 10 Ways to Grow Your RRSP
    • What is Estate Planning?
    • 10 Reasons for an Estate Plan
    • Estate Planning Components
  • CPP/OAS maximum benefit amounts as of January 2019 and average amounts as of October 2018.
  • Updated TFSA and RRSP contribution limits.
  • Tuition Fees by Province for the 2018-2019 school year.
  • Updated limit on withdrawal from RRSP for Home Buyers Plan as announced in March 19, 2019 budget (increase to $35K from $25K)
  • Most recent Canadian Family Expenditure figures in What It Costs to Live in Retirement calculator (Statscan figures as of 2017)
  • Index performance data (stocks, bonds, cash, inflation) updated as of December 31, 2018 for these calculators:
    • Best/Worst Performing Asset Classes
    • Portfolio Growth Historical Returns
    • Stocks vs Bonds vs Cash
    • Stay Invested
    • Miss Worst Months
    • Best/Worst/Average Returns
    • Rate of Returns Odds

Download Instructions for the Concept Toolkit Update

  • The full version of Concept Toolkit 12 must already be installed on your computer for this update to work. If the program is not already installed, let us know (support@ativa.com) and we will email you links to download the full version.
  • Concept Toolkit 12 is usually installed in this folder on your computer: C:\Program Files (x86)\Concept Toolkit 12. If it is installed in a different folder or drive, you need to change “C:\Program Files (x86)” to the name of the new directory in the “Destination Directory” field on the “Choose Destination Location” screen when you run the update.

Click here to download the Concept Toolkit update or click the icon below.

download-icon

After you complete the download and open the program, it will say “Updated March 26, 2019” in the bottom left corner on the Main Menu screen.

If you have any problems completing the above download, you may need to temporarily turn off your Anti-Virus program:

  • For example, if your anti-virus program is Norton:
  • On your desktop, in the strip of icons that appear along the bottom of the screen, locate the Norton AntiVirus icon near the system clock. Hovering your mouse over an icon will show what that icon is for.
  • Right-click the Norton icon and a pop-up menu will appear.
  • Click “Disable AntiVirus Auto-Protect.” If prompted, specify the amount of time you want to disable the security program.
  • Complete the download.
  • When you are done the download, repeat the above process and select “Enable AntiVirus Auto-Protect”.

If you use an anti-virus program other than Norton and need help, please email us @ support@ativa.com with the name and version of the program and we will send you instructions.

Planning Toolkit Update April 16, 2019

Planning Toolkit 9 has been updated with the following information:

  • CPP/OAS benefit amounts as of April 2019.
  • Tax rates as of January 2019 in the Cash Flow module.

Download Instructions for the Planning Toolkit Update

  • The full version of Planning Toolkit must already be installed on your computer for this update to work. If the program is not already installed, let us know (support@ativa.com) and we will email you links to download the full version.
  • Planning Toolkit is usually installed in this folder on your computer: C:\Program Files (x86)\Planning Toolkit 9. f it is installed in a different folder or drive, you need to change “C:\Program Files (x86)” to the name of the new directory in the “Destination Directory” field on the “Choose Destination Location” screen when you run the update.

Click here to download the Planning Toolkit update or click the icon below.

download-icon

If you have any problems completing the above download, you may need to temporarily turn off your Anti-Virus program:

  • For example, if your anti-virus program is Norton:
  • On your desktop, in the strip of icons that appear along the bottom of the screen, locate the Norton AntiVirus icon near the system clock. Hovering your mouse over an icon will show what that icon is for.
  • Right-click the Norton icon and a pop-up menu will appear.
  • Click “Disable AntiVirus Auto-Protect.” If prompted, specify the amount of time you want to disable the security program.
  • Complete the download.
  • When you are done the download, repeat the above process and select “Enable AntiVirus Auto-Protect”.

If you use an anti-virus program other than Norton and need help, please email us @ support@ativa.com with the name and version of the program and we will send you instructions.