facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Financial Tools & Calculators

Financial Assessment Calculators

Use our selection of online tools powered by Naviplan to assess your current situation and share information with us.

Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help. 

Retirement Assessment Tool


Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need. 

Major Purchase Assessment Tool


Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Education Assessment Tool


Life, Disability, & Critical Illness Insurance Needs

Click on the InsureRight QuickQuote  button below for an estimate of your insurance needs.

The tools and calculators provided on this page are for informational purposes only. Please speak to your advisor to get a better analysis of your needs.



TRAVEL INSURANCE PLANS

Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or  help cover emergency medical expenses while visiting Canada.

 Get Quotes or Apply Online


HEALTH AND DENTAL INSURANCE PLANS

Save money on your health and dental costs with a Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plan.

 Get Quotes or Apply Online


1The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.