Tools & Calculators

Make good financial decisions by getting the facts.

Everything you need to manage your money, in one place.

Make good financial decisions by getting the facts. Whether you’re deciding which account or credit card to choose, or figuring out if you can afford that mortgage this year or next, we have the tool or resource to help you get it right.

Loan Calculators

*NEW* Business & Agriculture Loan Calculator

Looking to grow or expand your business? Compare various loan scenarios and make informed financing decisions.

*NEW* Ag Equipment Finance Calculator

Find the best equipment lease or loan scenario for your farm or Ag client. Discover payment amounts, compare financing options & start an application.

*NEW* Personal Lending Calculator

Compare personal loan and line of credit options, plus payment schedules and rates to discover the best way to borrow.

Mortgage Calculators

*NEW* Mortgage Affordability Calculator

Our mortgage affordability calculator gives you an estimate of the home price within your budget, so you can start your home buying journey with confidence.

*NEW* Mortgage Payment Calculator: Home buyer

With this calculator for home buyers, you can input your potential mortgage details and we’ll share what your future mortgage payments may look like.

*NEW* Mortgage Payment Calculator: Homeowner

Discover how different variables like payment increases, lump sum payments or different interest rates impact your mortgage cost.

Mortgage Pre-Payment

Calculate the amount of your mortgage payment and the impact of making annual prepayments.

Investing & Savings tools

ATB Prosper

Invest for yourself but not by yourself. Create your plan online in around 5 minutes. Call 1-855-541-4387 or get started now.

*UNDER CONSTRUCTION* Retirement/RRSP Calculator

We're hard at work making this calculator more helpful than ever. An upgraded version will be available soon.

*UNDER CONSTRUCTION* Investment & Regular Deposit Calculator

We're hard at work making this calculator more helpful than ever. An upgraded version will be available soon.

*UNDER CONSTRUCTION* Investment & Regular Withdrawals Calculator

We're hard at work making this calculator more helpful than ever. An upgraded version will be available soon.

*UNDER CONSTRUCTION* RESP Calculator

We're hard at work making this calculator more helpful than ever. An upgraded version will be available soon.

*UNDER CONSTRUCTION* Savings Planner Calculator

We're hard at work making this calculator more helpful than ever. An upgraded version will be available soon.

Savings roadmap

Build custom plans to meet your financial goals with our savings calculator.

Monthly budget worksheet

Understand the money that’s going in and out of your accounts each month. Calculating your cash flow can help you plan for financial challenges that may lie ahead.​ 

Estate Planning and Settlement

Estate Planning Made Easy

Get a special rate on a smart self-serve tool that makes it simple to craft a strong, legally-valid will through our partnership with Willful.co.

Simplified Estate Settlement

Estate settlement can be confusing to tackle, Atticus makes it easy to understand your responsibilities as a personal representative.

Asset and Liability Organizer

Make it easier when the time comes for representatives to know your critical contacts, sources of income, employer, banking, insurance and more.

Mastercard Selector

Personal Mastercard Selector

Having trouble choosing a card? Our handy tool will help you find a credit card that’s right for you.

Need help?

Our Client Care team will be happy to assist.