Comprehensive Resources for Your Financial Success
Access a curated collection of interactive calculators and expert tools covering financial planning, retirement, education funding, investing, and taxes. Each resource is designed to empower you with clear insights, helping you make informed decisions and confidently navigate every stage of your financial journey.
Content and links from this page were sourced from CI Assante Wealth Management.
Getting Started with Your Financial Plan
If you’re new to financial planning or ready to take the next step, begin with Avi’s personalized planning approach — tailored to your goals, lifestyle, and unique needs.
Financial Planning
Cash Flow
Track your money’s path by creating a personal cash flow statement — understand where your income goes and how to manage it better.
Net Worth
Calculate what you own versus what you owe — a foundational step to planning your financial future.
Investor Profile
Discover your investing style to help build an investment portfolio that suits your goals and risk tolerance.
Retirement Planning
Inflation & Retirement Income
Estimate how much additional income you'll need at retirement to maintain your current lifestyle despite inflation.
Will The Money Last?
See how long your retirement savings will support you if you make regular withdrawals while accounting for inflation.
RRIF Payment
Calculate your required RRIF payments and find out how long your funds will last.
TFSA vs RRSP
Understand how your marginal tax rate and your RRSP tax refund choices affect the growth potential of your TFSA and RRSP accounts.
Education Planning
Start Education Planning Now
Learn how starting early can significantly boost your savings for your child’s education.
Tax Benefits of an RESP
Explore how tax-sheltered growth in a Registered Education Savings Plan can help fund your child’s post-secondary education.
Investing & Taxes
Savings Growth
Project the future value of your savings by adjusting investment amounts, rates of return, and years of growth.
Cost of Waiting to Invest
Discover how much more your retirement fund could grow by starting to invest today.
Real Rate of Return
Calculate the after-tax, inflation-adjusted return on your investments, giving you a clearer picture of true growth.
RRSP Tax Savings
Estimate your tax savings from RRSP contributions and compare different contribution amounts.
TFSA vs Taxable Investment
See the advantage of tax-free growth in a TFSA compared to a taxable investment account.
Income Tax
Estimate your income taxes based on your taxable income and your province of residence.
Helpful FAQs and Support
Have questions? Visit our FAQs page for clear, straightforward answers to common financial topics and details on how Avi can assist you. For anything else, reach out directly for personal guidance.