Tools & Calculators

Use our investor tools and calculators to better understand your investment options and guide discussion with your GP Wealth advisor.

To be a successful investor, you must make choices that meet your unique needs today and your financial goals for the future. And whatever your investment priorities, you need to follow investment strategies that will help your money grow.

We invite you to use our tools and calculators to better plan your investments and expenditures. If you have any questions, send us an email and we would be pleased to help.

Retirement Planning

Not sure if you're saving enough? Use these retirement planning calculators to estimate your future retirement income needs, RRSP contributions or retirement pension income. Then decide on the best investment options for you.

RRSP Calculator


See how investing regularly in an RRSP can grow your retirement nest-egg.

See how saving regularly in an RRSP can grow your retirement nest-egg.

LIF Calculator


Estimate withdrawals from your LIF in retirement and see how long your savings will last.

Estimate withdrawals from your LIF in retirement to see how far your savings will go.

RRIF Calculator


Estimate withdrawals from your RRIF in retirement and see how long your savings will last.

Estimate withdrawals from your RRIF in retirement and see how long your savings will last.

Investment Planning

Use these investment planning calculators to set savings goals, determine the effects of tax on your investments or to plan an income stream.

TFSA Calculator


See how quickly your savings can grow in a TFSA compared to a taxable account.

See how quickly your savings can grow in a TFSA compared to a taxable account.

Present Value

Calculator


Determine the present-day value of the money you will have in retirement.

Determine the present-day value of the money you will have in retirement.

Compound Interest Calculator


Find out how your investment will grow over time with compound interest.

Find out how your investment will grow over time with compound interest.

Financial Planning

The first step in developing your financial plan is determining your family's income and expenses.

TFSA vs RRSP Calculator


Compare the growth of an identical investment in an RRSP vs a TFSA.

Compare the growth of an identical investment in an RRSP vs a TFSA.

Investor Profile Questionnaire (IPQ)


Assess your financial situation, investment goals and tolerance for investment risk.

Assess your financial situation, investment goals and tolerance for investment risk.

Education Planning

Find out how much you'll need to save to afford your children's post-secondary education costs.

RESP Calculator


Find out how much you'll need to save to afford your children's post-secondary school education costs.

Find out how much you'll need to save to afford your children's post-secondary school education costs.

Debt Management

Having a proper debt management plan can make all the difference in your life, now and for the future.

Mortgage Calculator


Find out how much mortgage debt you'll need to assume to purchase your dream home.

Find out how much mortgage debt you'll need to assume to purchase your dream home.

Life Insurance Calculator

Are you looking to help provide your loved ones with future financial security?

Life Insurance Calculator


Get started by first calculating how much life insurance you need.

Get started by first calculating how much life insurance you need.

The Value of Advice

Canadians with financial advisors are more confident  about their future.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.

GET ON-LINE ACCESS

To obtain access to your accounts, email us or contact us at 1-800-608-7707 ext. 242.

© 2022 GP Wealth Management. All rights reserved.