New and improved online calculators

Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.

Why the change?
We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.

What’s available?
We kept the calculators you use most and added two new ones based on your feedback.

Popular calculators being refreshed:
•    Will the money last calculator
•    Savings Growth Calculator
•    TFSA vs taxable investment calculator
•    Retirement Projection Calculator
•    Become a millionaire calculator
•    RRIF Payment Calculator

New additions:
•    GIA laddering calculator
•    First home savings account calculator