Financial calculators
Understand the numbers
before we talk
A short set of calculators we point clients to before an introduction call. Free to use, no account required, no sales pitch attached.
01
Compound interest calculator
See how a starting amount and regular contributions grow over time, and how much of the result is interest rather than money you put in.
You’ll need
Starting amount, regular contributions, interest rate, time horizon
02
Mortgage calculator
Estimate your regular mortgage payment, then see how lump sums and larger payments shorten the time it takes to pay it off.
You’ll need
Mortgage amount, amortization, payment frequency, interest rate
03
Income tax calculator
See your 2026 federal and provincial tax, your take-home pay, and your average and marginal tax rates, with an estimate of your refund or balance owing.
You’ll need
Province, income by type, RRSP and FHSA contributions
04
Savings goal calculator
Work out the monthly contribution needed to reach a target by a given year.
You’ll need
Goal amount, current savings, expected return, years to goal
05
Fees calculator
Run the same portfolio at two fee levels and see what the difference adds up to.
You’ll need
Starting amount, monthly contribution, expected return, two fee levels