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Georgia Kwok
Wealth Management Solutions Products and Services Ask the Experts About Dundee
Georgia Kwok
Investment Advisor
604-273-3142
[email protected]
Lilian Kwok 
Assistant
604-273-3142
[email protected]
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Financial Calculators


 

Planning Tools for Investors

These tools are designed to help you better understand basic investment principles and show you how you can achieve your financial goals. If you have any questions about the results and how they apply to your personal financial situation, please call us at 604-273-3142 or e-mail to [email protected].

INVESTMENT CALCULATORS

Retirement Planning
Calculate how much you will need to save between now and the day you retire.
Find out how much income your Registered Savings plan will generate in retirement.     
Find out how an RRSP loan could help boost your income at retirement.    
Weigh the benefits of registered versus non-registered growth.
Get a personalized assessment of the tax benefits you gain by investing in your RRSP.

 

Investment and Saving

Learn the importance of investing early and on a regular basis.
Calculate the regular income stream generated by your non-registered investment.   
See how your one time investment or regular deposit program will grow over the years.
Discover how much your money can grow in an RESP with the added contributions from the Canadian Education Savings Grant. This tool also help you figure out how much you will need to save for your children's education

Mortgage and Lending

Thinking about buying a home but don�t know whether you would qualify for a mortgage? Use this calculator to find out how much you could qualify for and what your monthly payments would be.
Want to know how much your mortgage will actually cost you? This easy to use tool provides a detailed payment schedule for your mortgage or loan based on the mortgage or loan amount, payment frequency, interest rate and the amortization period information you provide.
Looking to consolidate your high interest debt into one easy to manage payment? This calculator can show you how much you might save by consolidating your debt at a lower interest rate.

 

Personal Finance

The first step in building a wise financial plan is determining your family's income and expenses. This tool makes it easy.
Complete your personal financial picture by pin pointing your personal assets and liabilities.
 
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and DundeeWealth Mortgages. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered.
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