Resources
On this page, you'll find tools and resources as well as useful links to information from other organizations.
Articles
Articles are published regularly and provide information on market trends, financial products, and current research in areas related to financial security planning.
Document download
- What's the best life insurance for you? (PDF, opens in a new tab) PDF
- How much life insurance is enough? (PDF, opens in a new tab) PDF
- Do you have enough life insurance (PDF, opens in a new tab) PDF
- Your ability to earn an income – is it worth insurance (PDF, opens in a new tab) PDF
- Could a disability cost you your RRSP? (PDF, opens in a new tab) PDF
- Could a critical illness cost you your RRSP? (PDF, opens in a new tab) PDF
- Freedom to choose: Health and dental insurance (PDF, opens in a new tab) PDF
- Benefits - Group Retirement Plans (PDF, opens in a new tab) PDF
Apply for Life Insurance
To find out just how affordable life insurance can be, visit Canada Protection Plan today and fill out the online, no-medical application today.
Financial calculators
Check out these tools and calculators that may assist you in areas related to retirement planning, investment and saving, mortgage and lending and personal finance.
- Financial tools and calculators from the Government of Canada - Opens in a new window
- Budget planner (Financial Consumer Agency of Canada) - Opens in a new window
- Know your risk calculator
- Life insurance needs calculator
- Critical illness insurance needs calculator
- Disability insurance needs calculator
- Future value calculator
- RESP savings calculator
- RRIF minimum withdrawals calculator
- CPP start-age calculator
- RRSP vs TFSA calculator
- Retirement income gap calculator
- FHSA calculator
- Term vs permanent insurance calculator
- OAS clawback calculator
- RRSP vs mortgage calculator
- Market recovery calculator
- Charitable giving tax calculator - Opens in a new window
- TFSA contribution room calculator - Opens in a new window
Investing news and insights
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Links
- Canada Revenue Agency (CRA) My Account - Opens in a new window1
- Service Canada Online Services and Forms - Opens in a new window1
- Mackenzie Investments Insights - Opens in a new window1
- Life insurance needs calculator
- Critical illness insurance needs calculator
- Disability insurance needs calculator
- Future value calculator
- RESP savings calculator
- RRIF minimum withdrawals calculator
- CPP start-age calculator
- RRSP vs TFSA calculator
- Retirement income gap calculator
- FHSA calculator
- Term vs permanent insurance calculator
- OAS clawback calculator
- RRSP vs mortgage calculator
- Market recovery calculator
- Know your risk calculator
- Budget planner (Financial Consumer Agency of Canada) - Opens in a new window
Client access
Visit the Client Centre to access links to account login pages for some of the products and services you may have.
1This information is provided for your convenience only. It is in no way an endorsement of the information provided by these third parties. Your financial security advisors are not affiliated with the contacts listed, and make no representation, warranty or guarantee of the information offered.