Resources
Calculators, market commentary, and the organizations we work alongside — gathered in one place to support your financial planning.
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Tools for retirement planning, saving and investing, and everyday personal finance.
Browse toolsGLC Asset Management Group’s monthly Market Matters commentary — market context worth reading before you make a decision.
Read the commentaryThe regulators, institutions, and fund companies behind the products and services we recommend.
See the listTools
Run the numbers yourself, then bring the questions to us.
Calculate the tax benefit of your charitable giving strategy. Mackenzie Investments.
Open calculatorCompound interest, RRSP and TFSA savings, debt repayment, and more. Get Smarter About Money, from the Ontario Securities Commission.
Open calculatorsUseful links
Regulators, institutions, and fund companies behind the products and services we recommend.
Financial Planning Standards Council — standards for financial planning in Canada.
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Insurance and financial services for individuals and businesses.
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The Financial Advisors Association of Canada.
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CRA My Account — manage your tax information online.
VisitOnline services and forms from Service Canada.
VisitInvestment management and monthly market commentary.
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Investment fund solutions through Quadrus Investment Services.
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Global investment management firm.
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Investment management and retirement services.
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Actively managed investment funds.
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Global investment management solutions.
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Independent investment management firm.
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Comprehensive investment fund company.
VisitThe Sentry fund family, now part of CI Global Asset Management.
VisitRun the numbers, then let’s talk about what they mean for you.
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