Chartered Professional Accountant
Invermere on the Lake
Financial Tools

WELCOME TO OUR FINANCIAL TOOLS SECTION

Below are some tools to assist you with common financial, tax and accounting issues. While these financial tools are not a substitute for professional advice, they can be used as a starting point in your decision making process.



Financial Calculators


Amortizing Loan CalculatorEnter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment!
Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Business Valuation - Discounted Cash Flow This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Buy vs. LeaseShould you lease your next automobile or finance it? Find out with this calculator!
Investment Goal CalculatorUse this calculator to see if your investment plan is on track to meet your investment goals and receive suggestions on how to change it if you are falling short.
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
RRIF Payment CalculatorThis calculator is designed to help you calculate different payment options from your Registered Retirement Income Fund (RRIF).
RRSP Loan CalculatorAn RRSP loan can be an excellent way to jump start your retirement savings. Use this calculator to see how an RRSP loan could help your retirement savings plan.
Taxable vs. Tax Advantaged InvestmentsThis calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.