Get answers to all your Life & Money Matters questions with our tools library

Retirement Planning

Starting to think about retirement? Use the calculators and questionnaires to help you put together a comprehensive plan for your retirement. Find out how to maximize your RRSP contributions, consider different retirement income streams and set retirement goals tailored to your own particular situation.

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Budgeting & Financial Planning

Want to get your finances on track? These calculators and questionnaires can help you plan your budget and fiances whether you want to get out of debt, prepare for a new baby or buy a house.

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Insurance Wills & Estate Planning

We all need to prepare for the unexpected and that’s where insurance and estate planning is important. Learn more about wills, estate planning and insurance with these tools.

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Investment Solutions

We all have unique investment goals depending on our life stage. Investing plays a vital role in saving for the future and preparing for the unexpected. Learn how different investment options can help you plan for your retirement and other financial goals.

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*IFIC The Gamma Factor and the Value of Financial Advice. 2016

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