Financial Tools & Calculators

Free calculators and comparison tools to help you make smart financial decisions

Tax Savings Calculator

Calculate your tax refunds from RRSP, TFSA, FHSA, RESP, and Spouse RRSP contributions

Step 1: Enter Your Annual Salary

$0
Let's Maximize Your Tax Savings →

Investment Growth Calculator

Calculate your investment returns with optional annual step-up contributions

GIC Rates Comparison

Compare current GIC rates from major Canadian banks (Updated: December 2024)

1-Year GIC Rates

Bank Rate Type Minimum
EQ Bank 4.65% Non-Registered $100
Oaken Financial 4.50% Non-Registered $1,000
Tangerine 4.40% Non-Registered $1,000
Simplii Financial 4.25% Non-Registered $1,000
RBC 3.95% Non-Registered $1,000
TD 3.90% Non-Registered $1,000
Scotiabank 3.85% Non-Registered $1,000
BMO 3.80% Non-Registered $1,000
CIBC 3.75% Non-Registered $1,000
National Bank 3.70% Non-Registered $500

5-Year GIC Rates

Bank Rate Type Minimum
Oaken Financial 4.75% Non-Registered $1,000
EQ Bank 4.65% Non-Registered $100
Tangerine 4.50% Non-Registered $1,000
Simplii Financial 4.35% Non-Registered $1,000
RBC 4.05% Non-Registered $1,000
TD 4.00% Non-Registered $1,000
Scotiabank 3.95% Non-Registered $1,000
BMO 3.90% Non-Registered $1,000
CIBC 3.85% Non-Registered $1,000
National Bank 3.80% Non-Registered $500

Note: Rates are subject to change. Best rates highlighted. Contact us for personalized GIC recommendations and to ensure you get the best rate for your needs.

High-Interest Savings Account Rates

Compare current savings account rates from Canadian banks (Updated: December 2024)

Best High-Interest Savings Accounts

Bank Interest Rate Monthly Fee Minimum Balance
EQ Bank Savings Plus 3.00% $0 $0
Wealthsimple Save 2.50% $0 $0
Tangerine Savings 2.25%* $0 $0
Simplii High Interest 1.80% $0 $0
PC Money Savings 1.75% $0 $0
RBC High Interest eSavings 1.20% $0 $0
TD High Interest Savings 1.10% $0 $5,000
Scotiabank Momentum PLUS 1.05% $0 $5,000
BMO Premium Rate Savings 1.00% $0 $0
CIBC eAdvantage Savings 0.95% $0 $0
National Bank High Interest 0.90% $0 $0

*Promotional rates may apply. Rates shown are for regular savings. Some banks offer higher promotional rates for new customers. Best rates highlighted. Contact us for current rates and recommendations.

Chequing Account Comparison

Compare chequing account fees and features from Canadian banks (Updated: December 2024)

No-Fee Chequing Accounts

Bank Monthly Fee Transactions e-Transfers
Simplii Financial $0 Unlimited Unlimited Free
Tangerine $0 Unlimited Unlimited Free
PC Money $0 Unlimited Unlimited Free
Wealthsimple Cash $0 Unlimited Unlimited Free
EQ Bank $0 Unlimited Unlimited Free

Full-Service Chequing Accounts (Big 6)

Bank Account Monthly Fee Transactions Fee Waiver
RBC Day to Day Banking $4.00 12 $3,000 min balance
TD Everyday Chequing $3.95 12 $3,000 min balance
Scotiabank Basic Banking $3.95 12 $3,000 min balance
BMO Practical Plan $4.00 12 $3,000 min balance
CIBC Everyday Chequing $3.90 12 $3,000 min balance
National Bank Essentiel $3.95 12 $3,000 min balance

Note: Big 6 banks offer unlimited transaction accounts for $10-$30/month. Online banks provide better value for most customers. Contact us to find the best account for your needs.

Life Insurance Needs Calculator

Calculate how much life insurance coverage you need using a needs-based analysis approach (Canada, CAD)

Immediate Financial Needs

Income Replacement

Future Goals & Existing Resources

FIRE Calculator (Financial Independence, Retire Early)

Plan your path to financial independence with this comprehensive calculator for Canadian families (CAD)

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FIRE Calculator

The Financial Independence, Retire Early (FIRE) calculator is a comprehensive planning tool that helps you:

  • Calculate your exact FIRE number based on your lifestyle
  • Project your portfolio growth with inflation adjustments
  • Plan for major goals like education, weddings, and travel
  • Optimize savings strategies with CPP/OAS integration
  • Get personalized recommendations to reach financial independence

This advanced calculator requires a personalized consultation to ensure accuracy for your unique situation.

Book Free Consultation

Get your personalized FIRE plan during our free 30-minute call

Need Personal Guidance?

These tools are great for planning, but personalized advice can help you maximize your savings. Book a free consultation to discuss your specific situation.

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