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Disclaimer
Disclaimer
Lump Sum Comparator
Disclaimer: This calculator is basic and for illustrative/entertainment purposes. I have tried to make it accurate, but there is no warranty. The tax calculators are only estimators. Some provinces have special nuances to the tax structure - particularly PQ. I am not a financial professional and do not sell any stocks, bonds, or funds. I do not provide specific financial advice. There are no explicit or implicit recommendations. This calculator is intended to help investors who ultimately make their own decisions. You should do your own due diligence and consult experts as needed for your own situation. You are responsible for your own investing decisions and will not sue Loonie Doctor or anyone associated with us.
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Province
AB
BC
MB
NB
NS
NF
ON
PE
PQ
SK
[No canvas support]
Family Income (for grants)
<45K/yr
45-90K/yr
>90K/yr
Beneficiary's Age
Age When Accessing
Tax Information For The Person Investing
T4 Income
Eligible Dividends
Ineligible Dividends
Lump of Money Available To Invest At Start
Personal after-tax money
Baseline To Date If You Already Have an RESP
Contributions To Date
CESG Received To Date
Accumulated Income To Date
Estimated Account Return by Asset Type Calculating Tool
Asset Class
Allocation
Income Type
Return
return
Canadian Stocks
cap gains
eligible divide
nds
Foreign Stocks
cap gains
Lump sum in first year, followed by $2500/yr up to 50K lifetime max.
foreign divide
nds
Bonds
cap gains
Optimal Frontload
interest
After-Tax Value
Gross Portfolio Return
Estimated Average Inflatio
n
Tax Drag in Taxable Account (Cap Gains Tax Separate)
After-Tax Return In Taxable
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RESP Basics
Contribution Article
Withdrawal Article