Tools & Calculators
Here are some handy financial tools and calculators if you’d like to do a little preparation to help guide our conversation when we meet!
Your Future By Design Tool
Start thinking about how you want to spend your retirement.
Estimate the minimum withdrawal you could receive from your RRIF.
Retirement Cash Flow Calculator
Categorize your income and expenses, get a snapshot of your situation and identify potential shortfalls.
See how fast your investment can grow within a TFSA vs. a taxable account.
How much home can you afford?
How much will today's savings be worth 10 or 15 years from now?
Zhoujun (Andy) Yuan, PFP, CFP
FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING