
Investor Profile Questionnaire
What is your client's investor profile? Our Investor Profile Questionnaire helps determine which of our Emblem Portfolios may be right for them.

RRSP Calculator
Are your clients saving enough for retirement? Find out if they're on track with our
retirement calculator.

RRSP vs. Mortgage Calculator
What's better, investing in an RRSP or paying down a mortgage? Use this calculator to find out which strategy works best for your client.

RRIF Minimum Withdrawal Calculator
Are your clients ready for retirement? Use this calculator to help them determine how much income their RRSP will generate in retirement.

RRSP Loan Calculator
Help your clients save on fees while investing in their future. Find out how much they will save with our Empire for Life Loyalty calculator.
Accumulate and Preserve
Help your clients achieve their retirement and lifestyle goals with our wealth building strategies.
Estate Planning
For clients ready to transfer their wealth, we have estate planning strategies to help meet their financial objectives.