Financial Tools

A collection of financial tools that can assist with your day to day accounting, bookkeeping, and tax needs. Although these tools are provided, rest assured our experts are always available for a consultation.

We Are Always Here to Help, but We’ve Also Curated a Bunch of Tools For You to Manage Your Finances On Your Own!

Feel free to contact us for any further questions or concerns you may have before, during, or after using these tools. Our experts are always here to assist you with your financial needs.

Resources & Calculators

Useful Resources for Tax Planning

Payroll Deductions Calculator

Use the Payroll Deductions Calculator to calculate federal, provincial (except for Quebec), and territorial payroll deductions.

Child & Family Benefits Calculator

Use the Child & Family Benefits Calculator to see what benefits you may be able to get and how much your payments may be.

Past Service Pension Adjustment

Use the Past Service Pension Adjustment Calculator to determine pension adjustment via the basic and the modified methods.

Automobile Benefits Calculator

Use the Automobile Benefits Calculator to calculate the estimated automobile benefit for employees (including shareholders).

Resources

Other Tools & Resources

Budgeting

Budget Calculator

Find out where your money is going and determine how much you can put towards your goals.

Financial Goal Calculator

Calculate how to pay down your debt and reach your savings goals.

Bank Account

Bank Account Comparison Tool

Compare bank account interest rates, monthly fees, transaction fees and services.

Mortgage

Mortgage Calculator

Calculate your mortgage payment schedule and how to save money by making prepayments.

Mortgage Qualifier Tool

Find out if you can qualify for a mortgage based on the property you want, your income and your expenses.

Retirement

Retirement Income Calculator

A step-by-step calculator to help you estimate your retirement income, employer pensions and other sources of income.

Credit Cards

Credit Card Comparison Tool

Compare credit card interest rates, annual fees, rewards and other features.

Credit Card Payment Calculator

Find out how long it will take to pay off your credit card and explore options to pay it back faster.

Financial Literacy

Financial Literacy Self-assessment Quiz

A helpful quiz to test your money management skills and knowledge.

Canadian Financial Literacy Database

A one-stop source for resources and events from Canadian organizations on budgeting, saving, investing and more.

Moving Expenses Tax Deduction

Moving Expenses Tax Deduction

You can claim moving expenses if: You moved to a new home to work as an employee or run a business at a new location; or You moved because of your studies to start or continue as a full-time student at some college, university or other educational institution It...

Tax Deductions for a Small Business

Tax Deductions for a Small Business

Congratulations on starting up a new business. Apart from keeping your books, now you might be wondering what you can claim as a deduction on your small business tax return (T2125). Here is a list of most common deductions claimed by small businesses. Start Up Costs...

Contact Us

We offer many contact solutions to meet your needs. Our professionals are eagerly awaiting your call, email, and/or visit to provide you with the best financial advice.

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