Decision Tools


Net Worth Worksheet

Get a financial “snapshot” of what you own (your assets) and what you owe (your liabilities). 


Compound Interest Calculator 

Calculate the value of your savings over time using a variety of rates of return


Personal Savings Calculator

Find out how easy it is to build your assets by making a regular commitment to saving. 


Future Value Calculator

See how much your savings today would be worth 10 or 15 years from now.


Minimum Annual Income Calculator 

Determine your minimum annual RRIF, LIF or LRIF payments at various ages throughout retirement. 


Annual Retirement Income Worksheet

Calculate the combined after-tax retirement income for you and your spouse in this single, convenient statement. 


Annual Retirement Expense Worksheet

Estimate your retirement expenses while taking inflation into account. 


Net Income Calculator

Based on your estimated retirement income and expenses, see whether you will have an income surplus or an income gap at retirement.