Resources

Resources

We believe in the importance of financial literacy when working towards achieving your financial goals. Your investments deserve a hands-on, active approach.

Planning tools

Tools & Calculators

Please find below a number of tools and calculators that will help you in your planning journey. If you have any questions or want more information, please don’t hesitate to contact our team.

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RRSP Tax Savings

Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.

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RDSP Calculator

Estimate the growth of a Registered Disability Savings Plan (RDSP) and the value of future withdrawal payments.

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Tax Calculator

Estimate how much you owe in taxes based on your taxable income and your province of residence.

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Savings Growth

Compare different savings scenarios to discover the future value of your investments, with a side-by-side comparison.

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Education Planning

See how saving early can make a significant difference for education costs.

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Retirement Calculator

Use this tool to estimate how much annual income you’ll have when you retire.

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CPP & OAS Benefits

Understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.

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RRIF Payment

Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.

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LIF Payment

See how much income you can expect and track the future value of your Life Income Fund (LIF).

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Call us today at (647) 800-3862

Ryan Lu | iA Private Wealth

Ryan Lu, MBA, CFP®, CIM®
Wealth Advisor · iA Private Wealth
Insurance Advisor* · iA Wealth Insurance Services Inc.

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Address

Scarborough Office:
2075 Kennedy Road, Suite 500, Scarborough, ON M1T 3V3

Brampton Office:
80 Maritime Ontario Blvd., Suite 240, Brampton, ON L6S 0E7

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Opening hours

Monday - Friday: 09:00 AM - 06:00 PM
Saturday: 09:00 AM - 05:00 PM

Privacy Policy Know Your Advisor: Advisor Report

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

The information on this web site is intended for use by persons resident and located in Canada only.

*Insurance products are provided through iA Wealth Insurance Services Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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