Helpful Calculators

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

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

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

For an RRSP tax savings calculator, 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

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

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/

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 & Overview - 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 gurantee 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