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Budget and Planning
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Guidelines
Budget and Planning
  • Cash Flow Illustrator
  • Net Worth Statement Creator
  • RESP Contribution Calculator
  • Retirement Planning Projections
  • Retirement Income Projections (Sample)
  • Budgeting Spreadsheet Template for Household (Excel)
  • Estate Planning Organizer
  • Debt Relief – Consumer Proposals & Bankruptcy Help
Mortgages, Loans & Bank Accounts
  • Manulife One Mortgage Calculator
  • Manulife Bank Advantage Account
  • Mortgage / Loan Calculator
  • Mortgage Comparison Calculator (3 Loans side by side)
  • Mortgage Qualifier
  • Mortgage Paydown or RRSP?
  • RRSP Loan Planner
  • RRSP Withdrawal for Credit Card Payment Calculator / Spreadsheet
Investing
  • Investing Early Illustrator
  • Investment & Regular Deposit
  • Investment & Regular Withdrawal
  • Percentage Change Calculator
  • Portfolio Withdrawal Sustainability Calculator
  • RRSP vs. Non-Registered Investing Comparison
  • TFSA Versus RRSP Calculator
Income Tax
  • Income Tax Estimator (Basic)
  • Income Tax Calculator (Comprehensive)
  • RRSP Contribution Income Tax Refund Calculator
  • RRSP Tax Saving Illustrator
  • Income Tax Rates For Every Province In Canada
  • Charitable Donation Tax Savings Calculator
Insurance
  • Comprehensive Insurance Plans| Manulife (manulife-insurance.ca)
  • Life Insurance Needs Calculator
  • Health Spending Account (HSA) (choose the HSA PLUS to include Medical Travel insurance etc.)
  • Insurance Articles (new info added every month) 
  • Travel Insurance Advice and Quote (TuGo)
Automobile
  • Car Costs Calculator
  • Gas Mileage Conversion Calculator
Guidelines
  • RDSP’s – All You Need To Know
  • RESP Hints & Strategies
  • RRSP Info Guide
  • Why We Need Your ID (FINTRAC brochure)

  • Client Relationship Disclosure Document (IPCSC)

SOLUTIONS for Financial Planning Magazine
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Testimonials

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Carey has been my financial planner since 1989, when I moved to Vancouver. Since then he has been providing me with sound financial advice. I am particularly impressed by two things about him. One is his professionalism. He is very knowledgeable about what he has been doing and I totally depend on him in terms of managing my financial matters. The other is his respect to his clients. In spite of my modest portfolio, he always showed his interest and gave me options to build a better portfolio. I would recommend Carey to anyone.

Tomoko Kakehi, Successfully Retired UBC Librarian (Richmond, B.C.) June 21, 2018

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I like your approach to making my funds grow at a steady pace. Who needs the wild swings which only cause indigestion and sleepless nights. I can call you at any time to ask your opinion and advise.

Allan Davidson, Marketing Manager, Teck Corp., Vancouver, B.C. - client since 1995 June 21, 2018

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Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial management services provided by Carey Vandenberg. Carey has taken the time to get to know me and my financial goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about the day-to-day management of my financial portfolio, which has grown surely and steadily despite the ups and downs of the marketplace. So just as a doctor shouldn't be his own patient, or a lawyer his own client, I am not my own financial advisor - I leave that in Carey's capable hands.

Jim Slater, CEO, Diagnostic Services Of Manitoba Inc. - client since 1991 (Winnipeg, Manitoba) June 21, 2018

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