Financial Resources

The secret to financial security is a plan. Use our financial calculators and guides to lead you as you explore options to build your roadmap to personal wealth.

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Financial Calculators

How much money do you need to set aside for retirement? Is your current savings plan enough to afford the down payment on a house in your ideal timeframe? Use our financial calculators to prepare yourself for planning.

More Calculators Coming Soon!

Learning Centre

How can an Operating Line of Credit improve your cash flow? What is an eligible capital expenditure? Improve your financial literacy with our collection of educational financial guides.

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Registered Education Savings Plans: Withdraw Rules

Withdrawing from a Registered Education Savings Plan (RESP) in Canada can be done in different ways depending on the needs of the beneficiary (the student). There are three main components within an RESP…

Smartphone being held in front of a laptop. Both show investment data climbing and falling in a graph.

Understanding Measures of Risk

Investors constantly look for new ways to measure and manage the many risks affecting a portfolio. However, in order to manage risk, an investor must be able to identify it and…

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Will You Be Debt-Free in Retirement?

What comes to mind when you think about a “successful retirement”? Travel? Golf? Time with family?

If you’re like most Canadians…