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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.
Use this calculator to estimate your tax refund for RRSP contributions or taxes owing on withdrawals. Special features include the ability to optimize your contribution, optimize your withdrawals, and determine withholding tax.
Use this calculator to compare returns over time between an investment account and a savings account. Special features include the ability to factor In Inflation, estimated taxes, and total return.
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.
Use this calculator to help calculate your disability insurance needs. Special features include income replacement, factoring in existing coverage, and comparison to a lump sum payout.
Use this calculator to see help calculate your critical illness insurance needs. Special features include income replacement, factoring in existing coverage, and comparison to a lump sum payout.
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.
Use this calculator to help choose between renting vs buying a home in your situation. Special features include a comparison between fixed costs, variable costs, and a comparison to renting plus investing.
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.
Use this calculator to help calculate you’re the optimal way to save for your child’s education. Special features include a visualization of savings, factoring in grants, and a drawdown planner.
Use this calculator to help calculate potential estate costs in different scenarios. Special features include options for probate, segregated funds, and different ownerships.
Tools From Other Providers:
Tools From Other Providers:
📌 Coming soon!
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