Interactive Investment Tools

Here are some of the best Interactive Investment Tools we have found:

Asset Allocation Tools

• Scotia Investment Selector - A very simple to use asset allocation calculator.  Note, clients of ScotiaMcLeod group plans have more options available.  Simply complete the first two steps, and then contact us.

Financial Planning Sites

• ScotiaBank Reality Check offers two levels of detail and reports which lets you know if your current RRSP savings and future contribution amounts will be enough to fund your desired retirement lifestyle.
• Fidelity Retirement Readiness Snapshot - Take the challenge! In just a few minutes, this tool can help you measure your own retirement readiness.
• The Moneysense / Quicken RRSP Planning site has good tools.
• The OAS and CPP info site to find out how much you will get from the government

Life Expectancy

• Lifespan Calculator Use this calculator from Northwestern Mutual to determine your life expectancy.
• The Longevity Game Similar to above. Also from Northwestern Mutual
• When Will I Die Tool Same idea as above from Canadian Business.
• How long will I Live (Wharton)
• Real Age - How are you living?

Asset Tracking

• The Globe & Mail's "GLOBEfund" to generate reports on mutual funds, produce historical price charts, lookup mutual funds articles published in The Globe & Mail, learn about mutual fund terms and concepts, track funds you own or are interested in.  By setting up your portfolio, you can graph your investment performance.  Best of all, Globefund properly accounts for dividends in tracking fund performance
• ScotiaMcLeod's Online Service, which links to your ScotiaBank card

Other Online Financial Tools - Links Pages

• RRSP Tax Savings Calculator - a great tool from Morningstar
• Bank of Canada's Inflation Calculator - Find out how the price of a basket of goods has changed over time

Note that we do not make any representations about the quality of the above links and tools, most of which are provided by unrelated organizations solely for your convenience.

While these tools can provide some insight, consulting with your professional advisor (our team) is always recommended before making investment or planning decisions.