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.
Investing & Savings tools
The RRSP Calculator can help you create a savings plan to help you achieve your financial goal
The RRSP Illustrator can help illustrate the advantages of tax sheltered growth of a registered plan (RRSP) compared to the taxable growth of a non-registered plan.
Compare the benefits of an RRSP savings program against a non-registered program
Maximize your contribution with an RRSP Loan.
Designed to show you how you can take advantage of the power of compounding to achieve personal retirement goals.
Illustrates the effect of a regular deposit as part of a periodic savings program
Compare the after-tax return of a Tax-Free Savings Account (TFSA) with the after-tax return of a non-registered account.
Illustrates the regular income stream that could be produced from a non-registered investment.
Identify the cost of your children’s post-secondary education and develop a savings plan to cover those costs.
Determine a savings plan to achieve specific financial goals based on cost, time and savings growth.
Looking to invest in your business to take it to the next level? This calculator is an easy way to determine what amount a loan payment will be.
Selecting the type of personal loan depends on several factors, including the amount needed to borrow, preferred method of payment, and the intended use of funds.
Find out what your loan payments will be by entering the amount of the loan, interest rate, and term.
Determine how much your mortgage payment will be on a weekly, bi-weekly, semi-monthly, monthly, or accelerated schedule with the Mortgage Payment Calculator.
Calculate the amount of your mortgage payment and the impact of making annual prepayments.
Calculate the monthly mortgage payment your household can afford using simple information like income, monthly payments, and down payment.
See side-by-side comparisons for two or three mortgages and decide which one is best for you.
Take into account the mortgage rate, market value of the home, and potential rate of return you’d get from investing your extra cash instead of putting it towards a mortgage.
Evaluate your mortgage needs, risk tolerance, and payment preferences by then let the Mortgage Finder recommend the best mortgage option for you.
You might be able to save interest when renewing your mortgage early, buying another home, or refinancing by comparing an existing mortgage rate to current interest offerings.
Calculate your total assets and your total liabilities. A Net Worth Statement is produced that illustrates your assets and liabilities.
Calculate your household income and your household expenditures. A Household Cash Flow Statement is produced that summarizes your income and expenditures.
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
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.
Estate settlement can be confusing to tackle, Atticus makes it easy to understand your responsibilities as a personal representative.
Make it easier when the time comes for representatives to know your critical contacts, sources of income, employer, banking, insurance and more.