Tools and Calculators

We believe in the importance of financial literacy when working towards achieving your financial goals. Your portfolio should be managed using a hands-on and active approach.

Please find below a number of tools and calculators that will help you in your planning journey. If you have any questions or want more information, please don’t hesitate to contact our team.

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Retirement Planning

Retirement Calculator

Use this tool to estimate how much annual income you’ll have when you retire.

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Estate Planning Checklist

This checklist will help you assess the status of your estate plan.

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CPP & OAS Benefits

This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.

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RRIF Payment

Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.

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LIF Payment

Use this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).nce.

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Probate Fees

Calculate the estimated probate fees on the value of an estate.

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Education Planning

Start education planning now

See how saving early can make a significant difference.

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Investment and Taxes

RRSP tax savings

Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.

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Tax Calculator

Estimate how much you owe in taxes based on your taxable income and your province of residence.

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Donating shares to a charity

Compare selling shares and donating the cash proceeds to donating the shares directly.

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Contact

Sherry Blamey
Senior Wealth Advisor
iA Private Wealth Inc.
Insurance Advisor
iA Private Wealth Insurance / iA Private Wealth Insurance Agency
Phone: 604-895-3331
Email: sherry.blamey@iaprivatewealth.ca

Contact

Mike Nott
Associate Advisor
iA Private Wealth Inc.
Insurance Advisor
iA Private Wealth Insurance / iA Private Wealth Insurance Agency
Phone: 604-669-1143
Email: michael.nott@iaprivatewealth.ca

Greenhaven Private Wealth Counsel ©2024. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.