Here are a bunch of useful tools to help you research, understand how investing works, and plan for your future!
Income Wizard Plug in your current RRSP value, and see how long it would last in retirement, how much you could take out, per month, and other calculations.
Investment Personality Questionaire Are you a Conservative Investor? An Aggressive one? Something in between? Fill out the questionnaire to get your score.
RRSP Contributions Calculator Figure out how much you contribute will affect your retirement.
SmartPATH Educational site on how to invest -- with different information depending on whether you're Getting Started, Getting Serious, Getting Close or Retired.
Impact of Withdrawal tool Thinking of taking some money out of your RRSP? See how this will impact your savings down the road.
GRS Access For plan members who already have a Group RRSP / TFSA / RRIF with us, detailed information on your individual plan and investments (login required).
Additional resources that you can download
- Where is Everything form
- SNAP Retirement Fact Finder
- SNAP Insurance Fact Finder
- ATA member - Voluntary Benefits Program guide
- Alberta School Board Employee - Voluntary Benefits Program guide
- Capital Group Voluntary Benefits Program guide
- Welcome to Summer - ATA newsletter, June 2017
- Welcome to Summer - ASBE newsletter, June 2017
Looking for forms?
Click here to download some of the most common forms for your Group RRSP & TFSA, other investing forms and insurance forms.
Of course, if you would rather speak to a real person about any of these resources, please contact us. We are real people, all of who are happy to help you!