Free Tools
Discover a curated library of free investing tools and resources to kick-start your wealth-building journey.
My Portfolio Free Download
My $2.4 Million CAD Portfolio Generates $40k/Month of Passive Income
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The Free Ultimate First Steps Investing Package
This .xls download includes 3 sample portfolios (Growth, Dividend & Income) for Canadian and U.S. markets, 5 steps to start investing, broker lists for both countries, and a blank portfolio template.
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Personal Finance
ACB Calculator
To Calculate Your Average Cost Base (ACB) of one Stock
Compound Interest Calculator
To Calculate Your Average Cost Base (ACB) of one Stock
RRIF Withdrawal Chart starting @55 Years old
See mandatory RRIF withdrawal rates starting at age 55.
Harvest Covered Call Strategy
Compound Interest Calculator
To Calculate Your Average Cost Base (ACB) of one Stock
BMO Covered Call Strategy
BMO Covered Call Strategy Explained
Discover how BMO’s Covered Call strategy generates income from stocks.
BMO Tax Guide
BMO Guide on Good Tax info for ETF Distributions and Dividends
Split Share Funds
SPLIT Share Funds explained by Brompton
Understand how Brompton’s Split Share Funds work to boost income.
SPLIT Share Funds explained by Quadravest
Learn how Quadravest’s Split Share Funds generate income and growth.