Planning resources
Planning tools & calculators.
Run the numbers yourself. These are CI Assante's calculators — useful for testing an assumption before we sit down together.
Retirement Planning
Inflation and Your Retirement Income Calculator
Use this calculator to see how inflation will affect your retirement income.
(opens in a new tab)Will Your Savings Last Calculator
Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation.
(opens in a new tab)RRIF Payment Calculator
Calculate your RRIF payment and how long your RRIF will last.
(opens in a new tab)TFSA vs RRSP Calculator
Discover how your marginal tax rate and your choice to invest or spend your RRSP tax refund can significantly influence the growth of your TFSA or RRSP over time.
(opens in a new tab)Planning Your Investments and Taxes
Cost of Delaying Your Investing Journey
Use this calculator to see how delaying your investment can affect your results over time.
(opens in a new tab)Savings Growth Calculator
Use this calculator to compare the growth of two or three investments.
(opens in a new tab)Real Rate of Return Calculator
Use this calculator to explore the combined effect of taxes and inflation on the long-term value of your investments.
(opens in a new tab)RRSP Tax Savings Calculator
Calculate the tax savings generated by your RRSP contributions based on your marginal tax rate and contribution amount.
(opens in a new tab)Income Tax Calculator
Use this calculator to estimate the taxes you owe based on your taxable income.
(opens in a new tab)Education Planning
Cost of Delayed RESP Use Calculator
See how saving early can make a significant difference over time, even with modest contributions.
(opens in a new tab)Tax Benefits of a RESP Calculator
Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan (RESP), including the impact of government grants and tax-deferred growth.
(opens in a new tab)These calculators are provided for illustration only. They rely on the assumptions you enter and do not account for your full circumstances, so their results are not financial advice or a recommendation. For a plan built around your situation, talk to us.
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