Tools and Resources

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Doing something you’ve never done before can be scary—that’s why we have the tools you need to hit your financial milestones with ease.

Need more refreshingly honest financial advice?

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RRSP Calculator

Our RRSP calculator will help you find the plan that fits your budget.

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Mortgage Calculator

Our mortgage payment calculator will help you find the payment that fits your budget.

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Personal Loan Calculator

Our personal loan calculator will help you find the payment that fits your budget.

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Break Even Calculator

Whether you’re looking to start a business, or just need some honest financial advice, we can help. Set up a meeting today.

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Budgeting worksheet

Teaching your kids to save doesn't have to be a tireless chore. That's why we put together this handy budgeting worksheet you can walk through with your child.

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Budgeting worksheet: Student edition

We’ve got just the cheat sheet you need to get started.

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Saving worksheet

It's never too early to teach good saving habits. This saving worksheet is here to help you and your child build your saving skills.

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Shopping worksheet

We put together this template for you and your children to explain the real cost of filling the fridge.

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First Timer's Guide to Borrowing

Any time you change your financial status—in this case, by taking on debt it’s important to understand the ins and outs and implications of your choices.

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First Timer’s Guide to Saving and Investing

Sweating should be reserved for the gym and tropical vacations—not for when you open your wallet or think about your finances.

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First Timer's Guide to Homebuying

Purchasing your first home is no easy task. Download this guide as your one-stop go-to resource for all things home buying.

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First Timer's Guide to Budgeting

Our First Timer's Guide to Budgeting will help you take some of the mystery and stress out of building and maintain your budget.

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First Timer's Guide to Credit Cards

Getting a credit card is a big deal. Our First Timer's Guide to credit cards is your all-access pass to all things credit cards.

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First Timer's Guide to Buying Your First Vehicle

Our First Timer’s Guide to purchasing a vehicle has all the info you need when buying your first vehicle.

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Newcomers' Guide to Banking in Canada

With a new home and a new culture also comes a whole new way of doing things—especially when it comes to banking and money.

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Business Planning Guide

Welcome to the world of entrepreneurship! Not sure where to start? We can help.

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Student loans vs. student line of credit

So many loans and so little time. We break down the difference between a student loan and a student line of credit.

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Tools and Resources

Need more refreshingly honest financial advice?

RRSP Calculator

Mortgage Calculator

Personal Loan Calculator

Break Even Calculator

Budgeting worksheet

Budgeting worksheet: Student edition

Saving worksheet

Shopping worksheet

First Timer's Guide to Borrowing

First Timer’s Guide to Saving and Investing

First Timer's Guide to Homebuying

First Timer's Guide to Budgeting

First Timer's Guide to Credit Cards

First Timer's Guide to Buying Your First Vehicle

Newcomers' Guide to Banking in Canada

Business Planning Guide

Student loans vs. student line of credit

Looking for some financial advice of your own?

Hey neighbour! Tell us which credit union you’d like to hear from.

You're in!

RRSP Calculator

Mortgage Calculator

Personal Loan Calculator

Break Even Calculator

Budgeting worksheet

Budgeting worksheet: Student edition

Saving worksheet

Shopping worksheet

First Timer's Guide to Borrowing

First Timer’s Guide to Saving and Investing

First Timer's Guide to Homebuying

First Timer's Guide to Budgeting

First Timer's Guide to Credit Cards

First Timer's Guide to Buying Your First Vehicle

Newcomers' Guide to Banking in Canada

Business Planning Guide

Student loans vs. student line of credit

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Looking for some financial advice of your own?

You're in!