Resources

Aids, Tools, and Articles To Help You Improve Your Financial Literacy

Financial Orientation Series

Your team at Action Financial Group would like to welcome you to our Orientation Series which has been designed to provide you with relevant information to help increase your financial literacy.
  • 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

What “flavour” of Life Insurance should you buy?

Why buy life insurance? Why not just invest the money?

Disability Insurance

Critical Illness Insurance

Long-Term Care Insurance

Insuring a Child

Estate Definitions

Why Make a Will?

What if you don’t make a Will?

Make Your Will

Cost of Settling an Estate

When you are named as Executor

Tools & Calculators

At Action Financial Group, iA Private Wealth in St. Thomas, ON, we want all of our clients to have an easier time organizing and managing their finances. For this reason, we have compiled various links that can help with your financial plans and investments. Clicking on the links below will take you to unaffiliated and independent third-party websites where you can use calculators provided by such third parties (and not iA Private Wealth). iA Private Wealth neither endorses or approves nor is liable in any way for such third-party websites and 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

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