PANKAJ BHATIA, CHS, PFA

Director & Financial Advisor

Investment Calculators

Plan your financial future with confidence

205-5250 Solar Drive, Mississauga ON, L4A 0G4

"Planning Today means a clear vision for Tomorrow."

Monthly Investment Calculator

Calculate how much you need to invest monthly to reach your retirement goal

Retirement Goal

Amount you want to have at retirement

Time Horizon

Current Situation

Current savings already invested

Expected Returns

i Historical average stock market return is ~7-10% annually
Average annual investment return
Monthly Investment Needed

Monthly Investment Calculator (Inflation-Adjusted)

Calculate monthly investment needed accounting for inflation

Retirement Goal

Time Horizon

Current Situation

Expected Returns

Adjust for rising cost of living
Monthly Investment Needed

Future Value Calculator

Calculate the future value of your fixed monthly investments

Investment Timeline

Monthly Contribution

Regular monthly investment amount

Expected Returns

i Higher returns assume more aggressive investments
Future Value

Withdrawal Duration Calculator

Calculate how long your investment will last with monthly withdrawals

Investment Details

Total amount available for retirement

Withdrawal Plan

Amount you'll withdraw each month

Expected Returns

i Conservative: 4-5% | Moderate: 6-8% | Aggressive: 8%+
Duration with specified withdrawals

Future Buying Power Calculator

Understand what your money will be worth in the future

Future Goal

Amount you plan to have at retirement (in today's dollars)

Time Horizon

Economic Assumptions

i Long-term average US inflation: ~2.5-3.5%
Expected annual inflation rate

Nominal Value

$1,000,000
In future dollars
vs.

Real Buying Power

In today's dollars

⚠️ Important Disclaimer

Disclaimer: The results provided by these calculators are estimates based on the information you provide and are for educational purposes only. They do not account for all fees, taxes, or individual circumstances and are not a guarantee of future performance. We recommend scheduling a consultation to discuss your specific financial needs.