• Concept Toolkit

    Concept Toolkit

    Calculate • Plan • Educate
    Easily calculate, explain and reinforce complex financial concepts with Concept Toolkit financial planning software. A combination of 100 calculators and 200 infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.

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  • Planning Toolkit

    Planning Toolkit

    Planning Toolkit is a needs analysis financial planning software package with ten integrated planning modules. The fact finder questionnaire allows you to gather and enter data once to integrate all information into each integrated module. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

    Start planning: Less time managing software = more time for clients.

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  • Infographics

    Infographics

    Communicate your ideas with Infographics. These graphic visual representations of information, data or knowledge allows you to easily explain both complex and everyday topics, to encourage discussion and a call to action.

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  • Financial Calculators

    Financial Calculators

    Add instant interactivity to your advisor or corporate website with customized web calculators. All calculators are easy-to-use and allow clients enter different scenarios to personalize their results. Educate and reinforce with easy-to-use “what-if” scenarios.

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Recent Articles

Infographic: TFSA vs. RRSP

Infographic: TFSA vs. RRSP

Visually see the differences between a TFSA investment and an RRSP.

Canada Celebrates Tax Freedom Day

Canada Celebrates Tax Freedom Day

On June 10, 2013, the average Canadian family has earned enough money to pay the taxes imposed on it by federal, provincial and local levels of government.

Infographic: Financial Events

Infographic: Financial Events

Will you be ready financially? Financial planning can help you prepare for life’s major events which often turn out to be major financial events as well. See the full infographic.

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Featured Calculators

Infographic: TFSA vs. RRSP

Infographic: TFSA vs. RRSP

Visually see the differences between a TFSA investment and an RRSP.

First-Time Donor’s Tax Credit Calculator

First-Time Donor’s Tax Credit Calculator

Calculator and Infographic illustrating the First-Time Donor’s Super Credit, designed to encourage charitable donors through an enhanced tax incentive.

Pay Wage Calculator

Pay Wage Calculator

Use this income calculator to convert a given wage to an equivalent hourly, daily, weekly, monthly and yearly salary.