Free Financial Planning Tools

Simple tools to help you understand where you stand financially. While no online tool can replace a personalized plan, these are a great starting point.

Ontario Retirement Calculator

Get a rough estimate of how much you need to retire in Ontario — including CPP, OAS, and your investment income.

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RRSP vs TFSA Decision Tool

Not sure whether to contribute to your RRSP or TFSA? Answer a few questions and get a recommendation based on your situation.

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Retirement Readiness Scorecard

Answer 10 quick questions and find out how prepared you are for retirement — plus specific steps to improve your score.

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Want a personalized analysis?

These tools give you a starting point. A free 15-minute call gives you real answers for your specific situation.

Or text/call me anytime. My appointment setter can also get you booked, just send a message.