Calculate scenarios across the full spectrum of Financial, Investment, Retirement, Tax, Insurance, Estate and Education Planning with ease. Over 75 calculators are designed to provide simple, instant answers to the questions clients ask most.
Financial Planning calculators help to establish your current financial situation to begin the financial planning process.
Robust retirement planning tools allow Advisors to walk their clients through various scenarios to help them plan and save for the future.
FreshPlan tax and estate planning tools help to determine areas where clients may need further protection for themselves and their family.
Insurance calculators help advisors analyze clients' need for life, disability and critical illness insurance.
Investment planning calculators are part of a comprehensive plan to map out investing strategies to help clients meet their financial goals.
Education planning calculators estimate the future costs of education, illustrates saving tools and grants, and unused RESP scenarios.
FreshPlan Mortgage and Debt calculators help to manage debt as part of a holistic financial plan helping to ensure a healthy financial future.
Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables.
