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My Retirement Tools
A collection of calculators that help you manage your assets and assist you in meeting your financial objectives.

Download the "My Retirement Tools" app from the Apple App. Store and Google Play to access these calculators from any device.

These calculators are also available on the member website under Learning Centre/Financial Planning resources.

Investor Strategy Worksheet
This resource helps you determine what type of investor you are and how comfortable you are with risk. This tool is offered as a general guide to help you evaluate your personal risk tolerance along with how comfortable and knowledgeable you are in choosing and reviewing investments. Understanding your investor style helps you select an investment approach and appropriate investments suited to your style and personal financial goals.

To find the sample portfolio that matches your investor style - Click here

Retirement Expense Worksheet
There is no set formula for calculating the amount of money you will need in retirement as that varies by individual. One common metric in retirement planning is the replacement ratio which is a person's gross income after retirement divided by his/her gross income before retirement. This resource is intended to help you determine your personal retirement income goal (replacement ratio) based on your estimated retirement expenses. After you have determined your retirement income goal, use the Retirement Planning Tool to assess whether your projected retirement income is sufficient to support your expected retirement expenses.

Government resources
Canada Revenue Agency – www.cra-arc.gc.ca
Service Canada – www.servicecanada.gc.ca

More tools and resources are available here.