Resources
Access a range of tools and resources to support your financial planning journey.
Financial Calculators
Check out these tools and calculators that may assist you in areas related to retirement planning, investment and saving, mortgage and lending and personal finance.
Investment Commentary
GLC Asset Management Group’s Market Matters monthly investment commentary will help to keep you informed when making financial decisions.
Useful Links
Access links to other sites and download documents that provide information on financial products and services.
Financial Calculators
Budget Planning
Budget planning for insurance and investments.
Know Your Risk
Assess your risk tolerance to help guide your investment decisions.
Needs Analysis
Determine your insurance and financial planning needs.
Charitable Giving Tax
Calculate the tax benefits of your charitable giving strategy.
Investment & Financial Partners
FP Canada
Financial Planning Standards Council
Canada Life
Insurance and financial services for individuals and businesses.
Advocis
The Financial Advisors Association of Canada.
Canada Revenue Agency
CRA My Account — manage your tax information online.
Service Canada
Online services and forms from Service Canada.
GLC Asset Management
Investment management and market commentary.
Quadrus Group of Funds
Investment fund solutions through Quadrus Investment Services.
Invesco
Global investment management firm.
Sentry / CI
Investment fund solutions from CI Financial.
Fidelity Investments
Investment management and retirement services.
Dynamic Funds
Actively managed investment funds.
Franklin Templeton
Global investment management solutions.
Mawer
Independent investment management firm.
CI Investments
Comprehensive investment fund company.
Financial Planning Standards Council — standards for financial planning.