Helpful Calculators

Insurance Needs Analysis Calculator: https://www.empire.ca/insurance/buy-life-insurance/needs-analysis

Mortgage Calculator, from Govt. of Canada: https://itools-ioutils.fcac-acfc.gc.ca/MC-CH/MC-CH-eng.aspx

Loan Calculator, from CCH (publisher for accountants and lawyers),: https://www.cchwebsites.com/content/calculators/CASimpleLoan.html

RRSP tax savings calculator, from EY (accounting firm): https://www.eytaxcalculators.com/en/2026-rrsp-savings-calculator.html

Calculator to estimate taxes owing: https://www.ey.com/en_ca/tax/tax-calculators

Manulife RRSP Loan Calculator: bank-rrsp-loans-payment-calculator-06c41f169d4938c7235b9f7a6f89c502.xlsx

Investment Growth Calculator: https://www.financialtools.ca/en/investment-growth-calculator or Compound Interest Calculator | GetSmarterAboutMoney.ca

Documents for Clients

Click a link below to download or print the file. 

Compliance with Joem Weinkauf-to sign

Compliance with Darren Weinkauf-to sign

Brighter Horizon Needs Analysis

Medical Questionnaire

Brighter Horizon Monthly Budget Worksheet

Investor Profile Questionnaire

Click one of the links below to take the investor profile questionnaire from Canada Life or Manulife and find out what type of Investor you are. You can fill out the questionnaire using your browser and print it once you are done. The results of this questionnaire will give you an idea on what Investments are right for your own goals and needs.

Canada Life - Canada Life Investment Questionnaire

Manulife - Segregated fund solutions Investor profile questionnaire

Fund Facts & Fund Summary - Canada Life: Standard Series, Preferred Series 1, Partner Series, Preferred Partner Series

Click the links below to view the corresponding individual fund facts from Canada Life, below each fund fact is a link for the 75/100 guarantee overview. Visit the source links below for more fund facts.

Sources: https://www.canadalife.com/investing-saving/segregated-funds/canada-life-segregated-funds/fund-facts-canada-life-segregated-funds-policies.html, https://canadalife.fundata.com/?language=en