Resource Centre

Tools & Calculators

We believe in the importance of financial literacy when working towards achieving your financial goals. Please find below a number of tools and calculators that will help you in your planning journey.

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Savings and Retirement

Retirement Calculator →
Find out how much to save for retirement based on your goals.

Education Savings Calculator →
Calculate how much an RESP can provide for your child’s education.

RRSP calculator →
Calculate how much you could save with an RRSP.


RRSP Loan Calculator →
Find out how much you could borrow to contribute to an RRSP.


*Life Insurance Calculator →
Estimate how much life insurance you might need in your situation and find out how much it will cost.

*Critical Illness Insurance Calculator →
Determine how much you would need to cover a loss of income in the event that you were diagnosed with a serious illness and had to take an extended absence from work.

The Transition Index →
Identify your critical illness insurance needs and see the financial impacts of a critical illness diagnosis.

1 (800) 336-8606

3465 Rebecca Street, Suite 210
Oakville, ON L6L 0H3


iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. *Insurance products and services are offered through iA Private Wealth Insurance, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.