Tools & Calculators

Needs Analysis

Knowing which type of insurance (life, critical illness, disability) you need, and how much coverage you may require might seem overwhelming. The needs analysis tool can help you decide what type of insurance and the amount of coverage that is best for you.

Risk Calculator

By answering three quick questions, the 'Know your risk' calculator can help you understand the risk of becoming critically ill, disabled or dying before age 65

Budget Planning

This tool illustrates how affordable insurance and investments planning can be today, while providing you with significant financial benefits down the road.

Tax Grind

Over time taxes can have a significant impact on your investment growth. Try this calculator to find out what the difference could be for you and speak to us about how you can reduce your tax exposure and maximize your investment balance.

Tax Calculator

Calculate your combined federal and provincial tax bill in each province and territory.

Planswell Financial Plan

Take a few minutes to tell us about yourself and we will build a financial plan for you. Your plan will give you clear recommendations to optimize your investments, mortgage and insurance.


Contact us today!