Financial Calculators & Planning Tools

These tools help visualize how changes in your planning or investment strategy can influence your financial situation.

Tax Calculator

Track your income and expenses to visualize your cashflow.

RRSP Tax Savings Calculator

Visualize how your lifestyle changes your life expectancy.

CPP & OAS Benefits Calculator

Visualize your expected CPP income.

Estate Planning Checklist

Compare investing in your RRSP against paying down your mortgage.

RRIF Payment

Visualize how borrowing to invest may affect your compound returns.

Education Planning Calculator

Find out how much you need to save for your children’s education.

Our Blog

Regularly updated, our financial education blog is focused on helping Albertans make the most from their personal finances and investments.

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I cannot say enough about Arif and Ben’s professional demeanor, how they put their clients best interest at the forefront and their unwavering patience for helping clients come up the financial investment learning curve. In an extremely short period, both Arif and Ben have become our trusted advisors and I look forward to working with them for many decades.

Riz R

My only regret is not moving to Arif and Ben sooner. Amazing service and thoughtful guidance. They treat my investments as if they were their own and I'd recommend them to anyone who wants a "one stop shop" where everything from investments, insurance, legal matters, lending matters are taken care of using a holistic, well though out, common sense approach.

Farhana J

.. I am absolutely thrilled to have been connected with Ben and Arif.. Between the two of them, their knowledge of financial strategies and planning for the future is very impressive. Like-minded and so easy to speak with, I feel extremely confident in following their advice when it comes to managing money and planning ahead. I wish I had crossed paths with them many years ago but they have helped me a lot and I look forward to many, many more years working with them!

Devon T

I had a great experience working with Arif. Would highly recommend for your life insurance needs!

Melissa H

Arif and staff have been superb handling my insurance needs.

Robert B

Tools from the Experts

Financial Tools & Resources

We have created several case studies and tools to help you, as well as a regularly updated blog that explores personal finance, investing, tax planning, insurance, and more.

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Financial Calculators & Planning Tools