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RRSP and TFSA Calculators: Savings & Tax Season

2/6/2014

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Call: 902 940 5927 or Toll Free 1.844.940.5927 [email protected] 
RRSP Savings Calculator

t

Financial Advisors
TFSA Account Calculators
It's tax season and time to think about setting dollars aside for RRSP and TFSA
Retirement savings calculator answers “Will I have enough?”

This RRSP season, your clients may be asking, “Will I have enough for my retirement goals?” Now you have one more tool to help answer that question.

The new retirement savings calculator on manulifebank.ca shows a clients’ savings goals against their projected surplus or shortfall. All you need to do is enter a few client details, and we’ll show you the rest. It’s that quick and easy.

You can use it year-round to:

  • Regularly check on clients’ retirement plans
  • Show how an RRSP loan1 could help
  • Start a conversation about retirement savings options
  • Help clients set realistic retirement goals
  • Show how life changes can affect retirement savings
  • Stress test clients’ retirement plans
Don’t forget – TFSA calculator also available

A TFSA offers tax-free compound growth that could increase your clients’ savings. With our TFSA calculator on manulifebank.ca, simply enter your client’s details and you’ll see how much they could save with a TFSA compared to taxable investments.

1 Borrowing to invest in an RRSP may not be appropriate for everyone. Your clients will need the financial means to meet their loan obligations. In addition, investments held in an RRSP may fluctuate in value. Your clients should be aware that, regardless of their RRSP’s performance or value of any investments held in their RRSP, they will be required to meet their loan obligations in full. Please ensure clients read the terms of their loan agreement and the investment details for important information. Manulife Bank of Canada solely acts in the capacity of lender and loan administrator and does not provide investment advice of any nature to individuals or advisors. The dealer and advisor are responsible for determining the appropriateness of investments for their clients and informing them of the risks associated with borrowing to invest.




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[email protected] 
  • PEI Business
    • Atlantic Business Federation
    • PEI Members
    • PEI Business Directory
    • Nova Scotia Business Directory
    • NB Business Directory
    • Stay in PEI
  • Business News
    • News/Feeds/Links/Info
    • PEI Business Federation
    • PEI Business Issues
    • PEI Business Blog
  • Business Services
    • PEI Podcast Rentals
    • Photographer Services
    • Point of Sale Visa MC Debit
    • PEI Bookkeeping & Accounting Services
    • PEI Marketing & Promotions
    • PEI Signs and Printing Services
    • PEI Training, Courses, Online Study
    • PEI Computer, Software Discounts
    • PEI UPS Shipping & Courier Services
    • PEI Business & Personal Services
    • PEI Telephone/Cellular/Long Distance
    • PEI Drone Services
    • PEI internet service provider
    • PEI Web Presence Grant
    • PEI Furnace Oil Savings
  • Insurance Services
    • PEI Employee Benefits
    • Health Spending Accounts
    • Mortgage Insurance PEI
    • Guaranteed Issue Health Plans
    • Blue Cross Travel Insurance
    • PEI Auto Insurance
    • PEI Home Insurance
    • PEI Business Liability Insurance
    • PEI Disability Benefits
    • Application for Disability Insurance
    • PEI Life & Personal Insurance
    • Application for Life Insurance
    • PEI Business Overhead Insurance
  • Financing Services
    • Credit Card Rewards Program
    • PEI Wills and Estate Planning
    • Atlantic Equipment Financing and Leasing
    • PEI Mortgage Brokers
    • PEI Point Of Sale Benefits
    • Businesses for Sale, Rent or Lease
    • PEI Small Loans Financing
    • PEI Financial Advisors
    • PEI Bankruptcy & Debt Management Services
    • PEI Loans, Lending, Financing and Banking
  • Web Services
    • Foodbooking Apps and Websites
    • Website Design Services >
      • Web Presence Grant ABF
    • Graphic Design Services
    • Virtual Creations Web Services Studio
    • App Design Services
    • Atlantic Virtual Mall
    • Booking.com Registration
    • Logo Design Studio
    • Atlantica Domains - PEI Business Domains
  • Register
    • Services Pricing
    • Monthly Membership
    • Monthly Full Website
    • Join ABF