Tools & Resources
On this page, you’ll find tools and resources as well as useful links to information from other organizations.
Financial Planning Tools
Visit https://planningtools.ca/ and discover:
- Needs Analysis calculators
- Know Your Risk calculators
- Budget Planning tools
Retirement Income Calculator
This calculator, provided by the Federal Government, can help you plan out your retirement income needs and determine whether you’re on track to saving enough to fund the retirement you want
What’s Your Investment Personality?
Risk tolerance, investment goals and timelines make up your investment personality, which helps us customize your investment portfolio to suit your financial plan. Take our quiz to discover your Investment Personality.
Resources
Links
- Canada Revenue Agency (CRA) My Account
- Service Canada Online Services and Forms
- GLC Asset Management Group
Client Access
- Canada Life Mutual Funds (Quadrus) and Segregated Funds – Online Investment Access
- My Canada Life – Client access for insurance and investment products
- My Canada Life at Work – Employee Benefits and Group Retirement Savings
- Mackenzie Financial Investor Access