Financial Tools

We hope these resources offer you some insight, however, we are here to help – reach out anytime.


Other Tools & Resources

Estate Planning Checklist

This checklist will help you assess the status of your estate plan.

Check it here!

TFSA vs Taxable Investment

Use this calculator to compare the growth of a TFSA to a taxable investment.

Check it here!

Final Tax Bite

This calculator estimates your estate’s tax liability at death with no surviving partner.

Check it here!

RRSP Tax Savings

Estimate the tax savings on your RRSP contribution. You can enter three different contribution amounts to compare the savings.

Check it here!

Tax Benefits of an RESP

Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP).

Check it here!

CPP Benefits

Estimate the income tax you owe based on your taxable income and the province you live in.

Check it here!

RRIF Payment

Calculate your RRIF payment and how long your RRIF will last.

Check it here!

How long will the money last?

Estimate the duration of your savings.

Check it here!

Contact Us

We would love to hear from you!

(613) 416-2020

300 Terry Fox Dr Suite 1000, Kanata, ON K2K 0E3

304 Colonnade Dr, Kemptville, ON K0G 1J0

Monday to Friday: 09:30 AM - 04:00 PM

Due to COVID we are working by appointment only
(no walk-ins please). We offer in-person, phone, and video appointments.