Assante Tools & Calculators

Financial Planning

Get a better idea of where your money goes by creating a personal cash flow statement.
Calculate what you own and what you owe – an important step in planning your financial future.
Understanding yourself as an investor is important when creating an effective investment portfolio.

Education Planning

See how saving early can make a significant difference.
Discover how tax sheltered growth in an RESP can build a post-secondary school education fund for your children.

Retirement Planning

Estimate how much more income you will need at retirement to maintain the standard of living that you have today.
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
Calculate your RRIF payment and see how long the funds will last.
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 & Taxes

Estimate the future value of your savings by changing the investment amounts, rates of return and years of growth.
See how much more you will have in your retirement fund if you start investing now.
This tool determines the real rate of return on a taxable investment after taking taxes and inflation into account, and illustrates what the investment will be worth, in after tax dollars.
Estimate the tax savings on your RRSP contribution. You can enter three different amounts to compare the savings.
Discover the tax-free growth advantage of investing in a TFSA instead of a taxable investment.
Estimate the taxes you owe based on your taxable income and the province you live in.
Important dates and deadlines for personal tax filing and planning