Free Financial Planning Tools
We have developed a number of useful financial planning tools. Our free Personal Budget and Net Worth and Cash Flow templates will allow you to work with your personal data.
If you’re getting organized for a meeting with us, here is a quick checklist of the basic documents we’ll require:
- A rough outline of your income and expenses
- Recent pay stubs
- A copy of your most recent tax return and notice of assessment
- Pension and benefit statements (if applicable)
- Canada Pension (CPP) statement (This can be obtained from Service Canada)
- Savings, Investment, RRSP and TFSA statements
- Summary of any outstanding debts and related payments
A more complete checklist can be downloaded on our “planning tools” section, below.
Get your free financial planning tools using the subscribe box at left!
Other valuable links:
Tax Resources
Software & Calculators
- RRIFmetic
- Quicken, or the new on-line service: Mint.com
- Financial Plan Advantage
- Seclonlogic
- Dr Calculator
- Open Office download– Note: this software is free, but file is large (120 Megs)
Finance & Investing
- Bank of Canada
- Get Smarter About Money
- Yahoo Finance
- Canadian Business / Money Sense
- Canadian Business – Find A Fee Planner
- Institute of Advanced Financial Planners
- Financial Planning Standards Council
Credit, Debt and Money Management
- Financial Consumer Agency of Canada (FCAC) FCAC Educational Programs
- Equifax Canada
- TransUnion Canada
- Credit Counselling Canada
- Bankruptcy Canada
- Power Pay (debt management calculations)
- Gail Vaz-Oxlade
- Smart Cookies
- Sandra Foster / Headspring Consulting Inc.
Retirement / Pension & Benefits
- Service Canada, Seniors
- Service Canada, current CPP & OAS rates
- Civilization.ca: Canada’s Public Pension History
- Canadian Retirement Income Calculator (Service Canada)
- 50 Plus / Zoomer