Personal finance
Mortgage Calculator
Calculate your payment or mortgage amount and see how extra payments reduce interest and time to pay off.
Loan Calculator
Life insurance is one of the best ways to protect your family's financial security.
Life Insurance Needs
Life insurance is one of the best ways to protect your family's financial security.
Pay Down Debt or Invest?
Should you pay down or invest if you have extra money?
Start Education Planning Now
See the cost of waiting to invest in an RESP.
Student Spend
How much will a year of university or college cost? Rob Carrick explains.
Life Launcher
Map how much of each paycheque should fund short, medium and long-term goals.
Wealth management
RRSP Limit
Calculate your RRSP contribution limit and tax savings.
RRSP Tax Savings
Use this calculator to estimate the tax savings on your RRSP contribution.
Charitable Donation Calculator
This calculator estimates the after-tax cost of a charitable donation.
TFSA Limit
See how much you can contribute to your TFSA.
TFSA Growth
Visualize how much your Tax Free Savings Account could grow over time.
Advisor Checklist
Are you getting value from your financial advisor? Try Rob Carrick’s checklist.
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.
RRIF Payment
Calculate your RRIF payment and how long your RRIF will last.
Spousal RRSP Withdrawals
See when withdrawals from a spousal RRSP are taxed in the contributor’s or spouse's hands.
Retirement Ratio
Use this worksheet to find the percentage of income that you'll need in retirement.
Investing
Watchlist
Track prices, performance and news with Canada's leading investment tool.
Portfolio
A personal investment tracker for all your holdings in one place. Valuations in real-time.
Email Alerts
Setup and receive stock markets alerts for prices, news and technical indicators.
Alexa Skill
Voice-activated stock prices, yields and valuations for TSX, NYSE and Nasdaq.
Stock Screener
Find investment ideas. New features include preset screens and saved presets.
Fund Screener
Find investment ideas from all classes of Canadian fund products.
ETF Screener
Find investment ideas from all Canadian and US Exchange Traded Funds.