Tools and Calculators

Simple tools and calculators to plan your retirement, build your education savings or calculate your mortgage or loan payments.

Tools and Calculators

Online Net Worth Calculator

Net worth calculator laptop
Having a financial plan isn't just about future goals. It's also about understanding where you're really at today. Knowing the difference between what you own and what you owe is the first step in creating a plan that will get you where you want to go.

Our easy to use Net Worth Calculator will help you understand this difference so that you can make the best decisions about your financial future.


Cashflow and Budgetting


Collect together three months worth of receipts and statements from your crediti cards, and credit union or bank accounts. Then download and complete the Net worth and cashflow budgetting sheet and contact us to make an appointment.


For your borrowing needs

Mortgage Calculator

The Mortgage Affordability Calculator helps you to determine how much you can borrow. The Mortgage Payment Calculator estimates the amount of a mortgage payment and generates an amortization schedule for payments. The Mortgage Comparison Calculator establishes which mortgage product is right for you.

Loan Calculator

Our Loan Calculator helps to determine the amount you can borrow and what your repayment schedule might be.


For your savings & investments

Retirement Planning Calculator

Our Retirement Planner Calculator determines the amount of savings that you'll need to retire comfortably. By flagging any shortfalls or surpluses, the Calculator outlines the savings required to reach your financial goals for retirement.

Retirement Income Fund Calculator

Our Retirement Income Fund Calculator provides withdrawal minimums and payment options based on the consumption and length of the investment.

Tax Free Savings Account Calculator

Our Tax-Free Savings Account Calculator helps to quantify the financial benefits of investing through TFSAs when investment income is shielded from taxes.

Education Savings Calculator

Our Registered Education Savings Plan Calculator assists in determining the cost of a child's post-secondary education and maps out the savings required - through individual contributions and government grants - to meet the financial target.


Links we like

Financial Consumer Agency of Canada

The Financial Consumer Agency of Canada (FCAC) is an independent body working to protect and inform consumers of financial products and services. Available on this website are tools, calculators, publications and more about banking, budgeting & money management, fraud, insurance, mortgages and loans, credit cards, savings & investments and more!
www.fcac-acfc.gc.ca/

Get Smarter About Money

Get answers to your money questions.

Money School

Watch Preet Banerjee's quick videos and learn "what they should have taught you in school about managing your money."