Needs Analysis Calculator: https://apps.albertadoctors.org/InsuranceCalculators/LifeCalculator.aspx
Government of Canada, Mortgage: https://itools-ioutils.fcac-acfc.gc.ca/MC-CH/MC-CH-eng.aspx
CCH (publisher for accountants and lawyers): https://www.cchwebsites.com/content/calculators/CASimpleLoan.html
For an RRSP calculator, do you mean tax savings? If so, Ernst & Young (accounting firm) has a good calculator: https://www.eytaxcalculators.com/en/2021-rrsp-savings-calculator.html
They also have a good calculator to estimate taxes owing: https://www.ey.com/en_ca/tax/tax-calculators
If you are actually looking for an investment growth calculator, I like this one produced by the Government of Ontario: https://www.getsmarteraboutmoney.ca/calculators/compound-interest-calculator/
Client Worksheets
Click a link below to download or print the file.
Brighter Horizon Needs Analysis
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. Simply answer the questions and add up your scores at the end. This 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 - Canada Life: Preferred Series 2
Click the links below to view the corresponding individual fund facts from Canada Life. Visit the source link below for more fund facts.