Financial tools to help make planning easier

Needs analysis calculator

Knowing which type of insurance (life, critical illness, disability) you may need, and how much coverage you may require might seem overwhelming. The needs analysis tool can help you decide what type of insurance and the amount of coverage that is best for you.

Know your risk

By answering three quick questions, the Know your risk calculator can help clients understand their risk of becoming critically ill, disabled or dying before age 65.

Budget planning

This tool illustrates how affordable insurance and investments planning can be today. While providing you with significant financial benefits down the road.

Tax grind calculator

Over time taxes can have a significant impact on your investment growth. Try the Tax grind calculator to find out what the difference could be for you and speak to your financial advisor about how you can reduce your tax exposure and maximize your investment balance.