A Well-Ordered Process

for personalizing your plan

Do you know someone who could benefit from our services?

We are happy to speak to your friends or family to see if our services are right for them!

Helpful Links

Estate and Trust Resources

My Service Canada Account (MSCA)

Apply or access Employment Insurance (EI), Canada Pension Plans (CPP)(CPP-D) and Old Age Security (OAS).

CRA My Account for Individuals

View your personal income tax and benefit information and manage your tax affairs online.

CRA My Business Account

Access GST/HST, payroll, corporation income taxes, excise taxes, excise duties and other levies accounts online.

FINANCIAL CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.


MORTGAGE CALCULATOR

Get a sense for your mortgage payments, the cash you'll need to close.
CASH FLOW CALCULATOR

Use this calculator to track money moving in and out of your household.
RETIREMENT CALCULATOR

See if you will have enough money to last through retirement.
TAX CALCULATOR

Determine the taxes you owe based on your taxable income.
LIFE INSURANCE NEEDS

Determine what you can afford, and estimate what your expected payments may be.
RRSP TAX SAVINGS

Use this calculator to estimate the tax savings on your RRSP contribution.
BUDGET PLANNER TOOL

Create a customized budget in 3 simple steps.
ESTATE COMPLEXITY CALCULATOR

Determine the complexity of administration for Executors.

*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

Insightful Videos

Raymond James Podcast

About Raymond James Canada Foundation