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Your Financial Resources


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From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.


FINANCIAL RESOURCES




NAVIPLAN® PRECISION PLANNING CALCULATORS

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers you to tailor every planning strategy from simple goal-based assessments to advanced cash flow planning analysis. Generate a custom report, and email it to us to start customizing your plan today!

Sign In to NaviPlan Client Portal ↗

Naviplan Retirement Tool

Retirement Assessment

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use the Retirement tool ↗

Naviplan Major Purchase Tool

Major Purchase Assessment

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use the Major Purchase tool ↗

Naviplan Education Tool

Education Assessment

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it? 

Use the Education tool ↗



FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.


*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

INSIGHTFUL VIDEOS & ARTICLES

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Get a look inside the world of insurance and learn how insurance companies can provide protections against life uncertainties.

Plan and learn

With the right information, it’s easier to make smart decisions. That’s why we put these resources together.

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