library
financial references & research
These resources have been compiled to help make you a more educated, better investor.
- Emotion, ego cause investing mistake
- When to pull the plug on a loser fund
- How The Really Smart Money Invests
- The Three Factor Model of Stock Returns
- The Three Factor Model of Stock Returns II
- Fama French Multi-Factor Analysis
- Efficient Markets
- History as Written by the Winners
reference & research materials
- Canada Pension Plan
- Canada Pension Plan Disability Benefits
- CPP Survivors Benefit
- OAS Payment Rates
- Old Age Security
- Guaranteed Income Supplement
- Spouses Allowance/Widowed Spouses Allowance
Financial Calculators
To aid in helping you plan for your future, we offer to you the following tools.
- RRSP Calculator
calculate how much you will need to save between now and the day you retire. - RESP Calculator
discover how much your money can grow in an RESP with the added contributions from the Canadian Education Savings Grant. This tool also help you figure out how much you will need to save for your children's education. - RRSP Illustrator
get a personalized assessment of the tax benefits you gain by investing in your RRSP. - RRSP Loan Planner
find out how an RRSP loan could help boost your income at retirement. - Advantage of Early Investing
learn the importance of investing early and on a regular basis. - Registered vs. Non-Registered Investing
weigh the benefits of registered versus non-registered growth. - Investment & Regular Deposit
see how your one time investment or regular deposit program will grow over the years. - Investment & Regular Withdrawal
calculate the regular income stream generated by your non-registered investment. - RIF/LIF/LRIF Calculator
find out how much income your Registered Savings plan will generate in retirement. - Cash Flow Illustrator
the first step in building a wise financial plan is determining your family's income and expenses. This tool makes it easy. - Net Worth Illustrator
complete your personal financial picture by pin pointing your personal assets and liabilities
Some of these documents are in PDF format and require Adobe Reader.
