Financial Calculators

See below various financial calculators.
Links to the calculators will open in a new tab to an external site.

SavingsIllustrate savings accumulation

LoanIllustrate the interaction amongst factors pertaining to a loan

Investment incomeCalculate your client’s income with regards to several factors

Investment postponementWhat impact will postponing your investments have?

Tax ratesCalculate different tax rates with regards to your province and taxable income

InflationToday’s buying power for a future amount of money

RRSP loanIs it pertinent to borrow in order to contribute to your RRSP?

RRSP tax savingsTax savings generated from RRSP contribution

Retirement budget and inflation Demonstrate the effect of inflation on a retirement budget based in current dollar value

Value of human life What is your current economic value?

My Financial Benchmark Curious about how your financial situation compares to your peers?

From the blog

Our latest posts

Carney Cancels Capital Gain Tax Hike

Tax Planning

Big news for Canadians! Prime Minister Mark Carney says he will not go ahead with the plan to raise capital gains taxes. This decision is a big change to what the Liberal government had planned in the 2024 budget. What Is a Capital Gain? A capital gain happens when you sell something like a house…
Read more
How Long Can I Stay Out of Canada Without Losing My OAS?

Retirement Planning

The Old Age Security (OAS) pension is a fundamental part of retirement income for Canadians aged 65 and older. However, many retirees wonder how long they can stay outside of Canada without jeopardizing their OAS benefits. This article will explore OAS eligibility requirements, how payments work for those living abroad, and what happens if you…
Read more
Preparing for a Trade War: 10 Ways to Protect Your Finances

Financial Planning, Tax Planning

The world is changing fast. Tariffs, trade conflicts, and economic uncertainty are making it harder to predict what the future will look like for Canadians. Will we see higher tariffs? Will certain industries be hit harder than others? How will this impact our jobs, investments, and cost of living? One thing is clear: Waiting is…
Read more

Get our latest news and updates

The Art of Retirement

Our advisors are experts in the latest trends in finance and technology, so we'll have your back to make sure you're making the right decisions.

Blog Categories

Resources

About Contact us The Book Webinar Podcast

(647) 567.4702

2680 Skymark Ave #1000, Mississauga, ON L4W 5L6

The supporting material, audio and video recordings and all information related to the artofretirement websites are designed to educate and provide general information regarding financial planning and all other subject matter covered. It is marketed and distributed with the understanding that the authors and the publishers are not engaged in rendering legal, financial, or other professional advice. It is also understood that laws and practices may vary from province to province and are subject to change. All illustrations provided in these materials are for educational purposes only and individual results will vary. Each illustration provided is unique to that individual and your personal results may vary. Because each factual situation is different, specific advice should be tailored to each individual’s particular circumstances. For this reason, the reader is advised to consult with qualified licensed professionals of their choosing, regarding that individual’s specific situation. The authors have taken reasonable precautions in the preparation of all materials and believe the facts presented are accurate as of the date it was written. However, neither the author nor the publishers assume any responsibility for any errors or omissions. The authors and publisher specifically disclaim any liability resulting from the use or application of the information contained in all materials, and the information is neither intended nor should be relied upon as legal, financial or any other advice related to individual situations.

Mutual funds are provided through Carte Wealth Management Inc. Insurance & segregated funds are provided through Carte Risk Management Inc.