Resources & Financial Tools
Here you'll find downloadable guides, calculators, printable pdfs, and explainer videos. Our experts have put together the information and resources to make staying financially organized easy!
Questions? We're always here to help.
Checklists
These checklists will help ensure you have everything you need to submit your taxes.
General Tax Information Checklist
Use this form to get your tax documents organized.
Use this form to track your medical costs.
This is to help independent contractors get their deductions organized.
Realtor-Self Employed Non Incorporated
Itemize the costs associated with working from home.
Track your costs and reduce your overall taxes owing.
Use this checklist for Final Return and Trust
The 5 Minute Solution
These quizzes and reports are part of our "5 Minute Solution" program.
Calculators
To access a Calculator, please click on it's description below.
Retirement Projection Calculator
Time to Recover From an Investment Loss
CPP Benefits - Early or Later?
Calculate how long your money will provide you with an annual income
Track your household income and expenses with our Cash Flow Calculator
The Benefit of Income Splitting
Final Income Tax Bite (May Be A Big One)
Printable Infographics & PDFs
Infographics are an exceptional tool for compiling complex content and data into a visual flow of information that simplifies the story quickly and easily.
By using Infographics and PDFs, you can save time and enhance your understanding of the topic.
Please feel free to download as many Infographics & PDFs that are of interest to you and your family.
Get started by clicking on the titles below.
MONEY FACTS
TAXES
TAX RATES
FINANCIAL
INVESTING
RETIREMENT
DEBT
ESTATE
INSURANCE
EDUCATION
Estate Planning & Settlements Resources
Estate Planning
Checklist
This checklist will help you assess the status of your estate plan.
25 Estate Documents you need to put in one place.
To help you get organized we have put together a list of important documents
Final Tax Bite
This calculator estimates your estate's tax liability at death with no surviving partner.
Taxes, Investments & Income Resources 2024
Tax Benefits of an RESP
Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP).
RRSP Tax Savings
Use this calculator to estimate the tax savings on your RRSP contribution
TFSA vs Taxable Investment
Use this calculator to compare
the growth of a TFSA to a taxable investment.
CPP Benefits - Early or Later?
This table compares the value of CPP benefits if you take them earlier or later.
RRSP Tax Savings
Use this calculator to estimate the tax savings on your RRSP contribution
Life Insurance & Investments Resources
25 Estate Documents you need
to put in one place.
To help you get organized we have put together a list of important documents
Final Tax Bite
This calculator estimates your estate's tax liability at death with no surviving partner.
TFSA Quick Facts
Quick facts about Tax Free Savings Accounts, available in Canada providing tax benefits for saving.
CONTACT BOWIE
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Suite 3 - 100 Schneider Road
at the corner of Carling Avenue
Kanata North, ON K2K 2C1
Monday to Thursday: 10 AM - 4:00 PM
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