Financial tools

Find the right tool for the decision in front of you.

Start with what you’re trying to understand. Each tool focuses on one decision and shows the numbers and trade-offs clearly.

Find a tool See Your Finances
Illustration representing financial planning tools and personal financial insights
  • Calculations run in your browser
  • No signup required
  • No sales pressure

Start with what matters

What are you trying to figure out?

Pick a path below to find tools that help you answer the right question.

Home & Mortgage

Loans, payments, renewals and payoff decisions.

Explore tools Everyday Money

Budgeting, cash flow and monthly decisions.

Explore tools Building Ahead

Saving, investing and education planning.

Explore tools See the Bigger Picture

Understand how household decisions connect.

See Your Finances

Home & mortgage

Tools for your home journey.

Plan purchase cash and monthly costs, then explore payments, renewals and prepayments.

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Home-Buying Budget Planner

Plan cash still needed, monthly housing and the household remainder.

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Mortgage Payment

Estimate payments, interest and amortization with your real numbers.

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Mortgage Renewal

Compare renewal scenarios and see how choices affect your budget.

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Mortgage Prepayment

See how extra payments change interest and payoff timelines.

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Everyday money

Tools for everyday breathing room.

Bring income and expenses into focus so you can understand your monthly position.

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Family Budget Planner

Build a household budget with income, expenses and savings goals.

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Monthly Cash-Flow Snapshot

See your surplus or shortfall at a glance—and spot where to adjust.

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Saving & investing

Tools to build toward what matters.

Explore contributions, growth and scenarios across saving goals.

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TFSA Growth

Project hypothetical tax-free growth with contributions and time.

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RRSP Growth

See how steady contributions could grow over time.

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RESP Planner

Plan education savings with basic CESG estimates and stated assumptions.

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Connected decisions

One question often leads to the next.

Your money choices are connected. See how a decision today can ripple across your household’s future.

See how it all fits together

Your whole household

See your full picture in one place.

Your Finances brings the balances you choose to enter into a private household view, so you can see what you own, what you owe and how your position changes.

  • Net worth, assets and debts
  • Home equity
  • Manually saved snapshot history
  • Stored privately in your browser
Open Your Finances
Your FinancesHousehold overview
Private to this browser
What you ownAssets
What you oweDebts
Your positionNet worth
Saved historyRecorded snapshots only

Illustrative product preview

Individual toolAnswers one focused decision.
Your FinancesShows the broader household picture.

How our tools work

How FinForFam tools work

  1. 1
    Start with one question

    Focus on the decision that matters right now.

  2. 2
    Use your real numbers

    Bring your income, balances and timeline.

  3. 3
    See the trade-offs clearly

    Understand the effect before you decide.