Education Centre

Learning path for self-directed investors who want to know more about financial markets and investing

Tools and Calculators

Better tools make for better investments

Planning is the key to successful investing, while effective tools are essential for sound planning. National Bank Direct Brokerage provides a complete range of tools and calculators to help you draw up a strategy that reflects your personal situation.

  • Goal Planner 

    Our Goal Planner tool can help you build your investment plan in order to reach your goals.

  • Asset Allocator

    Determine your investor profile to find the products that will help you maximize the potential yield of your portfolio.

  • RRSP (Available to our customers through our trading platform under the Tools tab)

    This RRSP calculator helps you determine the savings required to provide the retirement lifestyle that will meet your needs.

  • Education Savings Plan

    Use this calculator to help set up or maximize your education savings plan.

  • RRIF Payment

    This calculator is designed to help you calculate different payment options from your Registered Retirement Income Fund (RRIF).

  • Compare Savings Rates

    Even a small difference in the interest you earn on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy.

  • Investment Returns

    There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your investment horizon can impact your bottom line.

  • Cool Million

    Find out when your savings plan will make you a millionaire!

Other financial calculators

National Bank also offers a series of useful calculators:

  • Currency Converter

    This currency converter allows you to calculate the amounts required in the foreign currency of your choice.

  • Draw up your budget

    A budget allows you to track your income and your expenses, helping you to determine how much you need to save in order to achieve your goals.

  • Draw up your net worth statement

    This tool will help you make an inventory of your assets and your liabilities, which represents your total wealth or capital.