Interactive tools

Use one of our interactive tools to plan your savings strategy. You will find the right tool for determining what has to be done to achieve your dream retirement, for planning the children’s education or for determining the amount you need to invest in your RRSP.

  • What is your investment profile?
    With this tool, you will be able to determine your investor profile which is essential information needed when choosing the investment solutions adapted to your situation, your investment objectives and time horizon.
  • MyIdea: your projects start here
    MyIdea is a planning tool that determines how much you would need to save for retirement and evaluates whether you would be able to retire at the age you want.
    For any other project you’d like to carry out in the short term, MyIdea can also calculate how much you should save on a regular basis to accumulate the total amount needed.
  • RESP Calculator
    Saving for your child's education requires a long-term plan. And, like saving for retirement, the earlier you start, the better your plan. Use this calculator to help develop or fine tune your education savings plan.

Are you looking for investment advice or specific information about your investments? We have various information tools that are easily accessible. The following documents have been designed to help you understand the jargon and particulars of the financial world. Take this opportunity to get the information you need!

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Your newsletter gathers, all in one place, information on a variety of topics to help you grow your investments, finance your dearest projects, prepare for your retirement, better understand the economy and the markets, become a better self-directed investor, develop your company, learn more about managing your daily finances and stay informed on our latest social commitments.

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Your financial wealth: The project of a lifetime

This brochure offers information on the decisions you need to make throughout your life for your banking transactions, financing needs, savings, investments, legal and taxation advice, asset protection or transfers.

The Financier

The Financier is a quarterly newsletter with economic and financial commentary, investment advice and the latest information on our investment solutions.

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Retirement Guide

Le Guide retraite est un document qui vous accompagne dans la prise en charge de la planification de votre retraite et qui facilite la compréhension des principaux enjeux.

My Dream Retirement

My Dream Retirement guide will help you to prioritize what you want to accomplish on a personal level during this important period of your life and to identify the steps you need to take to enjoy the kind of retirement you want. Based on your projects, My Dream Retirement will help you determine what you need to do to achieve your objectives.

Are you looking for information about managing your personal finances, RRSPs and TFSAs or retirement planning? Look no further! Discover our educational videos on personal finances or our articles offering useful advice on a wide range of topics, including savings, budgeting and estate planning.

If you want to keep abreast of the latest financial news and investment-related issues such as market volatility, economic commentaries or the federal and provincial budgets, you will find a wealth of useful information in our Financial and Stock Market News section.