Resources

Financial Planning

Cash Flow — Get a better idea of where your money goes by creating a personal cash flow statement.

Net Worth — Calculate what you own and what you owe – an important step in planning your financial future.

Investor Profile — Understanding yourself as an investor is important when creating an effective investment portfolio.

Education Planning

Start Education Planning Now — See how saving early can make a significant difference.

Tax Benefits of an RESP — Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.

Retirement Planning

Inflation and Retirement Income — Estimate how much more income you will need at retirement to maintain the standard of living that you have today. 

Will the Money Last? — Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation. 

RRIF Payment — Calculate your RRIF payment and see how long the funds with last. 

TFSA vs RRSP — Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP. 

Investing and Taxes

Savings Growth — Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth. 

Cost of Waiting to Invest — See how much more you will have in your retirement fund if you start investing now. 

Real Rate of Return — This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investments will be worth, in after tax dollars. 

RRSP Tax Savings — Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings. 

TFSA vs Taxable Investment — Discover the tax-free growth advantage of investing in a TFSA instead of taxable investment. 

Income Tax — Estimate the taxes you owe based on your taxable income and the province you live in. 

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MFDA

www.mfda.ca

Stephen Jones CPA, CA, CFP®
Senior Financial Advisor

Catherine Jones BBM, CDFA, CFP®
Financial Advisor

Lynley Schwartzentruber BBA, CFP®
Financial Advisor

Josh Belliveau CFP®
Financial Advisor

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).
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