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Calculators
Help your clients make the right financial decisions with our easy to use tools and calculators.
Investor Profile Questionnaire

Investor Profile Questionnaire


What is your client's investor profile? Our Investor Profile Questionnaire helps determine which of our Emblem Portfolios may be right for them.

RRSP Calculator

RRSP Calculator


Are your clients saving enough for retirement? Find out if they're on track with our
retirement calculator.

RRSP vs. Mortgage Calculator

RRSP vs. Mortgage Calculator


What's better, investing in an RRSP or paying down a mortgage? Use this calculator to find out which strategy works best for your client.

RRIF Minimum Withdrawal Calculator

RRIF Minimum Withdrawal Calculator


Are your clients ready for retirement? Use this calculator to help them determine how much income their RRSP will generate in retirement.

RRSP Loan Calculator

RRSP Loan Calculator


Looking for an RRSP loan? An RRSP loan can help boost your clients' savings so they can retire comfortably. Find out how affordable an RRSP loan can be.

Loyalty Program Calculator

Loyalty Program Calculator


Help your clients save on fees while investing in their future. Find out how much they will save with our Empire for Life Loyalty calculator.

Series T Calculator

Series T Calculator


Looking for a way to provide your clients with predictable, tax-efficient monthly cash flow? Use this calculator with your clients to demonstrate the benefits of Series T units of Empire Life Mutual Funds.

 
Tax and Estate Planning
Help your clients build and protect their wealth with tax and estate planning strategies.
 

Accumulate and Preserve


Help your clients achieve their retirement and lifestyle goals with our wealth building strategies.

Estate Planning


For clients ready to transfer their wealth, we have estate planning strategies to help meet their financial objectives.