Resources
Aids, Tools, and Articles To Help You Improve Your Financial Literacy
Financial Orientation Series
- Introduction
- Investment Account Types
- Investment Products
- Credit & Debt Management
- Estate Planning
- Tax Planning & Income Tax
- Insurance
- Fraud Management
- Summary of Series
- Introduction
- Investment Account Types
- Investment Products
- Credit & Debt Management
- Estate Planning
- Tax Planning & Income Tax
- Insurance
- Fraud Management
- Summary of Series
Tools & Calculators
Amortizing Loan Calculator
If you wish to calculate your loan amount, enter your desired payment and its frequency. If you want to calculate your loan payment, enter in the loan amount.
Mortgage Refinance Interest Savings
Use this calculator to learn how much interest you can save when you refinance your mortgage.
Compare Savings Rates
Even a tiny difference in the interest that you are being paid on your savings can add up over time. Use this calculator and find out how different savings rates can affect your savings strategy.
Retirement Planner
Check if your retirement plan is on track and learn how you can keep it there.
Education Savings Plan
Use this calculator if you want to develop or adjust your education savings plan.
RRSP Loan Calculator
An RRSP loan can be a great way to jump-start your retirement savings. Use this calculator to find out how an RRSP loan could benefit your retirement savings plan.
Mortgage Loan Calculator
Use this calculator so you can establish your monthly payment and amortization schedule.
Savings Calculator
Find out how making consistent investments over a number of years can be an effective strategy to accumulate wealth.
Net Worth Calculator
This calculator helps you work out your net worth. It can also estimate how your net worth could grow or shrink in the next 10 years.
RRIF Payment Calculator
This calculator can help you calculate various payment options from your Registered Retirement Income Fund (RRIF).
Investment Performance
This learning Centre from CI Investments Inc. is a general source of information.
Financial Resources
- Budgets
- Letters
- Checklists
- Estates
- Worksheets
- Organizers
- Budgets
- Letters
- Checklists
- Estates
- Worksheets
- Organizers