Taxes & Investment Income Calculator

How much investment income that you keep is important. Generally, your investment will fall into the common categories of income, dividends, and capital gains. These income types are taxed differently by the Canada Revenue Agency.


Discover how various types of investment income are taxed at different rates with this Taxes & Investment Income calculator.

Income producing investments like T-Bills, GICs and bonds are taxed at a different rate than dividends. Capital gains are also taxed at a different rate.

Tax planning is an essential part of an individual holistic financial plan. Discover these related calculators:

Income Tax Estimator
RRSP Tax Savings
TFSA vs Taxable Income

Taxes & Investment Income Calculator

Companion Infographic

It is important to consider taxes and investment income, as the type of income produced by the investments in your portfolio affects how much tax you pay on that income. This taxes and investment income infographic illustrates various investments that produce different types of income and the impact taxation (depending on your marginal rate) has on what you keep as an investor.

Tax and Investment Income infographic


These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

Calculators are available in English and French. 

The calculators can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators in FreshPlan, please contact us.

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