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Calculators
Our calculators, quizzes and worksheets will help you crunch
the numbers and organize your investing information. Best of
all, they're easy to use and easy to understand.
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Is it better to buy or rent?
Compare your financial options to decide whether it's better to rent or buy a home.
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How much do my mutual funds really cost?
Understand how fees and other costs can affect your mutual fund investments, and compare different funds. |
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Should I pay off debt or invest?
If you have extra money, this calculator helps you decide whether to invest or pay off debt.
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How long will it take to pay off credit cards or other loans?
Calculate the best way to pay off each of your debts, and how long it will take. |
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University Cost and Debt Calculator
This tool outlines the costs
associated with tuition, room and
board, books and more. It also
provides an idea of what it takes to
pay for this education whether
through part-time employment,
bursaries or scholarships, or
cutting back on budgets. |
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How long will it take for my investments to recover?
Calculate how long it will take for your investments to recover after a market downturn, and how long it will take to get back on track to reach your original goal. |
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RRSP Savings Calculator
Find out what your RRSP
will be worth at retirement. |
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When will I be able to pay back my student loan?
Compare your loan options, and determine how best to pay back your student debt. |
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Sheltered Investment Calculator
Compare how fast your
investment will grow outside vs.
inside an RRSP. |
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How much do I need to save for
my child's education?
Estimate how much money
you need to put into an RESP
account each year to cover your
child(ren)'s education costs. |
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What is my return on investment?
Use this tool to roughly estimate the return on an investment or on your portfolio during a statement period. |
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| Worksheets and tools
Let us help you get your investing
information organized.
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Investment Planning Worksheet
Assess your goals and get a
true picture of your financial
situation.
(PDF)
(DOC) |
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What's Your Budget?
Worksheet
Create your own monthly budget
to track your saving and spending.
(PDF)
(DOC) |
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When
Your Broker Calls, Take Notes!
Keep track of conversations
you have with your adviser with this
notepad.
(PDF)
(DOC)
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How to read your account statement
Understand the jargon and learn what information you should review on your account statements. Using our account statement tool you can learn to dig deeper into your investment strategy. |
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Student Budget worksheet
Every student needs to create a budget and stick to it. It takes about an hour to set up a budget. Use this worksheet to help you plan.
(XLS)
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