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Financial Resources

Your one-stop-shop for financial tools and calculators


Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?
Don't hesitate to reach out to us today, we're happy to help!


From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.

Government of Canada

For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your information for Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).

Sign in to My Service account ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

Sign in to CRA My Account ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

Sign in to My Business account ↗

*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.


We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight Needs Calculator ↗

Use your information to decide how much insurance you may need.

InsureRight Quick Quote ↗

Find out how much insurance you may want for your needs.

Budget Planner ↗

Create your budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford, and estimate what your expected payments may be.

Financial Goal Tool ↗

Calculate how to pay down your debt and reach your savings goals.

Retirement Income Calculator ↗

A step-by-step calculator to help estimate your retirement income, employer pensions and more.

Retirement Savings Calculator ↗

Find out how much you will need to save and if you're on track for your savings goal.

Tax-free Savings Calculator ↗

See how your savings can grow much more quickly inside a TFSA than in a taxable investment.

*Calculators will open in a new tab. These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.



The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.

With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works.