Tools

Insurance calculators & sanity-check tools

Quick math to figure out how much cover you actually need. Not a substitute for an advisor consultation, but a useful starting point.

Calculator 1

Income replacement

The classic life-insurance rule-of-thumb. Cover = annual income × multiplier, where multiplier depends on dependants and years until financial independence.

Suggested life cover
$1,000,000
Calculator 2

Mortgage protection

Life cover sized to clear your mortgage. Better than the bank's mortgage life insurance because it's portable, the beneficiary chooses how to use it, and you keep cover even after the mortgage is paid off.

Recommended cover
$650,000
Calculator 3

Education funding

Estimated post-secondary cost per child. Based on current Canadian undergraduate tuition + residence; doesn't include grad school.

Education funding need (4 years × children)
$200,000
Calculator 4

Final expenses

Funeral, burial/cremation, probate, executor fees, and estate-settlement legal costs. Often under-estimated, a typical Canadian funeral is $10K–$20K, before probate and legal.

Final-expense need
$27,000
Calculator 5

Combined needs analysis

Sums income replacement + mortgage + education + final expenses, less existing assets and existing life cover.

Set values in the four calculators above. Then enter your existing cover + liquid assets here:

Net additional life cover suggested
$1,727,000
This is a rule-of-thumb estimate. A full needs analysis from an advisor factors in spousal income, RRSP/RRIF, employer benefits, tax position, and family-specific goals. Use this as a sanity-check, not a prescription.
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