Your Financial Tools & Calculators
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NAVIPLAN® PRECISION PLANNING CALCULATORS
Are you on track to meeting your financial goals? Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers you to generate a custom report, and email it to us to start customizing your plan today!
RETIREMENT ASSESSMENT CALCULATOR
No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.
USE THE RETIREMENT TOOL ↗
MAJOR PURCHASE ASSESSMENT TOOL
Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.
USE THE MAJOR PURCHASE TOOL ↗
EDUCATION ASSESSMENT CALCULATOR
Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?
USE THE EDUCATION TOOL ↗
Registered Retirement Savings Plan (RRSP) contributions can help change your tax outcome. Use this calculator from Turbotax to estimate!
Turbotax Calculator ↗
Determine what you can afford, and estimate what your expected payments may be with the calculators from Manulife Bank.
USE THE MORTGAGE CALCULATORS↗
INCOME TAX CALCULATOR
Use this calculator from TurboTax to quickly estimate your federal and provincial taxes and your 2021 income tax refund in Ontario.
INCOME TAX CALCULATOR↗
ONLINE BANKING INSTRUCTIONS
Saving time and managing your finances has never been simpler with the ease and accessibility of telephone and online banking!
INCOME TAX REPORTING GUIDEThis guide is intended to help you understand the different types of tax reporting documentation you may receive and provide you with expected mailing dates for each form.
*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.
These links may contain opinions of the writer and may not reflect opinions of Mindful Wealth Management, North Shore Wealth Management, or Manulife Securities. The information contained herein was obtained from sources believed to be reliable, but no representation, or warranty, express or implied, is made by the writer or Mindful Wealth Management, North Shore Wealth Management, or Manulife Securities or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.