Financial Tools

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Should I refinance my mortgage? How much do I need to save for my child's college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.



Financial Calculators


Accelerated Debt Payoff Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
Amortizing Loan Calculator Enter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment!
Annual Stock Option Grants Use this calculator to project how much a series of annual stock option grants could be worth to you.
Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Business Debt Consolidation Calculator Should your business consolidate its debt? Use this calculator to find out.
Business Valuation - Discounted Cash Flow This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Cash Flow Calculator Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Compare Investment Fees Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Compare Savings Rates Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Compound Interest This calculator demonstrates how compounding can affect your savings.
Consolidation Loan Investment Calculator Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.
Cool Million Find out when your savings plan will make you a millionaire!
Credit Assessment How is your credit? Use this calculator for a quick assessment!
Credit Card Minimum Payment Calculator Use this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments.
Credit Card Optimizer The Credit Card Optimizer helps you determine the best distribution of your credit card debt.
Credit Card Pay Off Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Credit Line How big a line of credit can you receive? Use this calculator to find out!
Disability Insurance Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
Don't Delay Your Savings! Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
Emergency Savings Calculator This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Existing Loan Calculator Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Financial Ratios This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Home Budget Analyze your budget, see where your money goes and find out where you can improve!
Investment Goal Calculator Use this calculator to see if your investment plan is on track to meet your investment goals and receive suggestions on how to change it if you are falling short.
Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.
Investor Profile Questionnaire The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.
Life Expectancy Calculator This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Life Insurance Find out how much life insurance you really need!
Line of Credit and Loan Payments This calculator helps determine your loan or line of credit payment.
Mortgage Compare Use this calculator to compare mortgage terms, rates and amounts. Let us help you decide which loan is better for you.
Net Worth This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Personal Debt Consolidator Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Rent vs. Buy Are you better off buying your home, or should you continue to rent?
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Nestegg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
RRIF Payment Calculator This calculator is designed to help you calculate different payment options from your Registered Retirement Income Fund (RRIF).
RRSP Loan Calculator An RRSP loan can be an excellent way to jump start your retirement savings. Use this calculator to see how an RRSP loan could help your retirement savings plan.
Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Savings Goal What will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes, and Inflation Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Student Budget Calculator This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
Taxable vs. Tax Advantaged Investments This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.