Calculating your client’s future

Our tools and calculators can help keep
your clients’ goals on track.

Retirement Planning

Work out minimum withdrawals and how long your client’s savings will last.

Estimate payments and the value of your client's Life Income Fund.

See how your client’s savings plan meets their income needs in retirement.

Work out your client’s tax savings from RRSP contributions by comparing different contribution levels, income amounts and tax rates.

Unbiased insights and analysis empower you to build portfolios and comparisons with confidence.

Calculate how long an investment will last when a client makes regular withdrawals.

Are your clients invested in a Private Wealth series? Show them how they can receive one low price, regardless of account size.

Illustrate the benefits of Series T compared to traditional systematic withdrawal plans.

Discover how much your clients need to donate to a charitable organization to eliminate capital gains tax.

What are the tax implications of your client’s in-kind charitable donation?

Discover how charitable donations can lower your client’s taxes.

Estimate the taxes your clients may owe based on their taxable income.

Use this calculator to highlight the benefits of investing in a TFSA.

Calculate your clients allowable personalized contribution room available in a TFSA.

Use this calculator to show your clients the cost of waiting to invest in an RESP.

Walk your clients through different savings scenarios to discover the future value of investment.