Personal Finance Calculators

Wondering if you'll have enough money to live the retirement you want? Or what kind of difference bumping up your regular contributions can make? Thinking of taking CPP benefits early? The calculators below can help you explore these and other commonly asked personal finance questions.


How Long Will my Money Last?
Explore how long your investments will provide you with an annual income.

Retirement Calculator
See if you have enough money to last through retirement.

The Magic of Compounding
See why compound interest is called the eighth wonder of the world.

How Much do I Need to Invest?
Explore how much you need to invest to reach your goal.

CPP Benefits — Take Early or Later?
Compare the value of CPP benefits if you take them prior to 65, or later.

CPP & OAS Benefits
Check out current and projected government benefits.

TFSA vs RRSP
See how your marginal tax rate affects the growth of your TFSA and RRSP.

Note: These tools are for educational purposes only and have certain assumptions built into them. Results are not guaranteed.

Personalized Advice

For personalized financial guidance, we encourage you to speak to one of our Investor Specialists. We offer clear-cut advice and a personalized plan to help you achieve your financial goals. We can be reached at 1-888-888-3147, or you can book a meeting through our online scheduler.

If you require comprehensive planning services beyond our areas of expertise, we can refer you to an independent, advice-only financial planner. We maintain a directory of these professionals as an open-source resource for investors.

Learn about Advice-Only Planners and our Directory