Financial Calculators

Part of what I believe is that by empowering my clients with education this will enhance their participation in the financial planning process and increase the likelihood their plan will be successful. Below are some tools for you to use.

There are numerous online calculators on the internet. Mackenzie Investments have developed a number investment and financial planning calculators on their website which we have linked to on this page.

Retirement Planning

Investment and Saving 

Mortgage and Lending

  • Mortgage Qualifier 
    Thinking about buying a home but don’t know whether you would qualify for a mortgage? Use this calculator to find out how much you could qualify for and what your monthly payments would be.
  • Mortgage and Loan Amortization Scheduler
    Want to know how much your mortgage will actually cost you? This easy to use tool provides a detailed payment schedule for your mortgage or loan based on the mortgage or loan amount, payment frequency, interest rate and the amortization period information you provide.
  • Debt Consolidator 
    Looking to consolidate your high interest debt into one easy to manage payment? This calculator can show you how much you might save by consolidating your debt at a lower interest rate.


Personal Finance

  • Household Cash Flow Statement 
    The first step in building a wise financial plan is determining your family's income and expenses. This tool makes it easy.
  • Net Worth Statement
    Complete your personal financial picture by pin pointing your personal assets and liabilities.