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Powerful Financial Tools
Powerful Financial Tools
Making smart financial decisions starts with having the right tools. Our Financial Tools section offers a growing selection of interactive calculators and planning resources, covering everything from retirement and tax strategies to investment growth, insurance needs, and cash flow planning. These tools are now available as links to Google Sheets, allowing you to access and customize them in real time.
Disclaimer: The content on this page is for informational purposes only and does not constitute financial advice.
Our Tools:
Our Tools:
To access the tool, please click the link to open the Google Sheet. Use "File" and "Make a Copy" to save to your Google Drive. If you say yes you will immediately be able to customize the content for your purposes. When you are done you can delete your copy as when you access it again from this page you will always have the most up to date version.
These resources are provided for free, but they are property of Green Helix Financial, so please do not alter or re-distribute them in any way. If you want to share the tools, please send links to this page rather than direct links.
New tools added each week so check back regularly. Please contact us if you find any errors we need to correct.
Investments and Retirement:
Investments and Retirement:
Use this calculator to see how your investments can grow over time with the power of compounding - just enter your initial amount, contributions, and interest rate to get started!
Use this calculator to visualize your asset allocation. Special features include the ability to enter a portfolio value, comparison charts, and calculation of changes in percentages and dollar values.
Insurance and Risk Management:
Insurance and Risk Management:
Use this calculator to see help calculate your life insurance needs. Special features include a capital needs analysis including mortgage repayment, a children’s education fund, and division into policy lengths.
Real Estate and Mortgages:
Real Estate and Mortgages:
Use this calculator to see how your mortgage amortizes over time and compare scenarios. Special features include different payment frequencies, auto calculated CMHC mortgage insurance, and the ability to add lump sum payments.
Use this calculator to help calculate your GDS and TDS for loan purposes. Special features include a comparison between the two and a comparison to key cut offs for mortgages in the Canadian context.
Debt and Borrowing:
Debt and Borrowing:
Use this calculator to help calculate your net worth. Special features include a visualization of net worth, categorization of assets and liabilities, and the ability to complete household net worth.
Tools From Other Providers:
Tools From Other Providers:
This is a list of financial tools we have found from other providers that we though clients would find helpful.
📌 Coming soon!
Ready to Take the Next Step?
Ready to Take the Next Step?
Your financial future starts with a conversation. Whether you have questions about investing, insurance, or long-term planning, we’re here to help.
👉 Click here to request your free investment and insurance review, and as a bonus, you’ll also receive our helpful guide:
🎁 Top 5 Mistakes Canadians Make With RRSPs, TFSAs & FHSAs
Learn how to avoid the most common tax and retirement pitfalls.
Green Helix Financial is led by Matthew Lawrence, DFSA™, a financial and insurance advisor with a diverse background in finance and entrepreneurship. Matthew is a passionate advocate for financial literacy and education.
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