Investment calculators

Tools for planning your financial future

To reach your financial goals, you need to make informed investment decisions. And for that, you need the right tools. Experiment with our calculators and discuss with your financial advisor to determine the best path for you.

Retirement calculator

See if your savings will meet your income needs in retirement.

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Capital required for income

Find out how much you need to save to generate a specific annual income stream.

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Income stream comparison

This calculator lets you compare two investment scenarios to see how long your savings will last.

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Advantage of starting early

See how investing early to take advantage of compounding can have a big impact on your RRSP.

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RRSP tax savings

Calculate the tax savings generated by your RRSP contributions.

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RRIF payment

Calculate your RRIF payment and see how they change over time.

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LIF payment

Calculate your LIF payment and see how they change over time.

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TFSA versus RRSP

Weigh the benefits of investing in a TFSA versus an RRSP.

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Pay yourself first

See how setting aside a percentage of your income can add up over time.

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Savings to reach a goal

Have a savings goal in mind? See how long it will take to achieve your goal if you start today.

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Savings growth

Compare two investment scenarios to see how time horizon, rate of return and investment frequency impact growth.

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The value of staying invested

See how missing the best months in the market can significantly impact the growth of your investments.

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Time to recover

See how long it would take for your portfolio to recover from market downturns.

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Distribution of returns

See how your investment timeframe impacts the likelihood of achieving your target rate of return.

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Cash flow calculator

Use this calculator to track your household income and expenses.

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Net worth calculator

Calculate your net worth by comparing your assets to your liabilities.

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.