Each year, this infographic captures a visual snapshot of what is important for personal financial planning in Canada’s Federal Budget.
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Tax Time
To help lessen your 2020 tax bill, make sure you are claiming all the deductions and credits you are allowed.
Where will you be Financially at Retirement?
Depending on what age you start to save, the magic of compounding can make a significant impact.
TFSA: Spend or Invest
A one-year maximum TFSA contribution could be very meaningful at retirement, taking into consideration compounding tax-free growth.
Risk of Not Taking a Risk
Discover how real growth in some investments may not be enough to meet your financial needs.
Money Dates 2019
There are a number of Money Dates during the year when returns where payments and benefits are due.
Investor Profile
What kind of investors are your clients? This easy to use, visual Investor Profile quiz lets clients quickly enter their information to learn more about their investing preferences and risk tolerance.
How Long Will the Money Last Calculator
Discover how long your money will provide you with an annual income.
MER Calculator
Enter your own values to see the effect of different MERs on the value of an investment.
Canada Child Benefit Calculator
This calculator allows you to estimate the Canada Child Benefit for your family.