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Personal Finance

Calculators

T-SWP ® calculator – The Fidelity T-SWP calculator can help you learn more about our free tax-efficient cash-flow service (T-SWP) and how it can meet your cash flow needs. Consult your financial services advisor for more information.

Tax calculator – Fidelity’s Tax Calculator allows you to enter information for common income, RRSP contributions, additional deductible items, and taxes paid, in order to estimate your tax refund or balance owing. You will find a summary that highlights the tax savings resulting from your RRSP contribution and the impact it has on your taxes. We recommend you consult your investment professional or tax advisor for a comprehensive review of your personal tax situation. Calculations are available for the last two taxation years. Before you start, you may wish to review the calculator’s assumptions and instructions.

Special savings estimator – Determines the amount of savings required to purchase a car, boat, house or other big ticket items.

Household Cash Flow Statement – The first step in building a wise financial plan is determining your family’s income and expenses. This tool makes it easy.

Net Worth Statement – Complete your personal financial picture by pin pointing your personal assets and liabilities.