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Personal finance

Mortgage Calculator

🆕 Calculate your payment or mortgage amount and see how extra payments reduce interest and time to pay off.

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Loan Calculator

🆕 Calculate your payment or loan amount and see how extra payments reduce interest and time to pay off.

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Life Insurance Needs

🆕 Life insurance is one of the best ways to protect your family's financial security.

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Pay Down Debt or Invest?

🆕 Should you pay down or invest if you have extra money?

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Start Education Planning Now

🆕 See the cost of waiting to invest in an RESP.

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Student Spend

How much will a year of university or college cost? Rob Carrick explains.

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Life Launcher

Map how much of each paycheque should fund short, medium and long-term goals.

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Wealth management

RRSP Limit

🆕 Calculate your RRSP contribution limit and tax savings.

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RRSP Tax Savings

🆕 Use this calculator to estimate the tax savings on your RRSP contribution.

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Charitable Donation Calculator

🆕 This calculator estimates the after-tax cost of a charitable donation.

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TFSA Limit

🆕 See how much you can contribute to your TFSA.

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TFSA Growth

Visualize how much your Tax Free Savings Account could grow over time.

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Advisor Checklist

Are you getting value from your financial advisor? Try Rob Carrick’s checklist.

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Retirement

CPP Benefits – Take Early or Later?

🆕 This table compares the value of Canada Pension Plan (CPP) benefits if you take them earlier or later.

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RRIF Payment

🆕 Calculate your RRIF payment and how long your RRIF will last.

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Spousal RRSP Withdrawals

🆕 See when withdrawals from a spousal RRSP are taxed in the contributor’s or spouse's hands.

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Retirement Ratio

Use this worksheet to find the percentage of income that you'll need in retirement.

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Investing

Watchlist

Track prices, performance and news with Canada's leading investment tool.

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Portfolio

A personal investment tracker for all your holdings in one place. Valuations in real-time.

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Email Alerts

Setup and receive stock markets alerts for prices, news and technical indicators.

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Alexa Skill

Voice-activated stock prices, yields and valuations for TSX, NYSE and Nasdaq.

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Stock Screener

Find investment ideas. New features include preset screens and saved presets.

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Fund Screener

Find investment ideas from all classes of Canadian fund products.

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ETF Screener

Find investment ideas from all Canadian and US Exchange Traded Funds.

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