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Sample Reports in Financial Planning Spreadsheets © Professional

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The cost of the complete set of templates is only $589.00 and includes all of the templates shown on this page. The following reports and charts are contained in Financial Planning Spreadsheets © Professional Version - Canadian Edition.

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Planning

Accelerated Mortgage Amortization
Analysis of Drawing Canada Pension Benefits Early
Analysis of Tax Liabilities For Clearance of Estate
Asset Allocation Goals
Availability of Additional Financing
Cash Flow Projections
Cash Flow Projections - Monthly
Checklist for a Comprehensive Financial Plan
Client Data Input
Comparison of Deferred Pension to Private Managed Pension
Debt Service Strategy
Defined Benefit Pension Plan Projections
Estimated Savings Required for College
Family Education Funds - Allotments
Family Education Funds - Entitlement to Funds
Family Registered Education Savings Plan
Financial Calculators
Financial Calculators - Index & Linking Page
Financial Planning Recommendations
Financial Planning Recommendations - Cover
Financial Planning Recommendations - Narrative
Financial Planning Recommendations – Worksheet
Funding Requirements for Retirement-Client
Funding Requirements for Retirement-Joint
Gross Income Requirements for Retirement
Internal Rate of Return / Net Present Value Calc.
Letter of Disclosure
Letter of Engagement
Life Income Fund Illustration
Life Income Fund Rules (LIF & LRIF)
Locked Retirement Income Fund
Loan Schedule
Lease Versus Purchase Analysis
Mortgage Amortization Schedule
Money Purchase Pension Plan
Net Worth Statement
No Fee Letter of Engagement
Pension Salary Calculations
P.R.I.F.  - (Saskatchewan Illustration)
Projected Growth of A Locked Retirement Account (L.I.R.A.)
Registered Education Savings Plan
Retirement Calculator
Re-Financing Feasibility Analysis
Risk Tolerances Questionnaire
R.R.S.P. Projections
Trust Fund for Education Savings


Insurance

Buy Term and Invest The Difference?
Buy Term & Invest The Difference Versus Whole Life
Buy Term and Invest The Difference - With Side Fund
Comparison of Charitable Gift as Cash versus Gifting Security
Charitable Legacy Investment Plan
Comparison of Term Insurance Plans
Critical Illness - Needs Analysis
Disability Needs Analysis
Estate Capital Needs Analysis
G.I.C. versus an Annuity
G.I.C. versus an Insured Annuity
Long Term Care Analysis
Pension Maximization
Prepaid Pension Maximization
Summary of Deemed Disposition of Securities
Taxable Capital Gain from Deemed Disposition

 

Portfolio Reporting

Analysis of Investment Portfolio and Income
Inflation Over The Last Thirty Years
Summary of Guaranteed Investments
Summary of Insurance Contracts
Summary of Investment Fund Holdings
Summary of Investment Portfolio - Summary Page
Summary of Investments - Cover Page
Summary of Other Securities


Taxation

Analysis of Prescribed Annuity Income
Average Cost Per Share for Tax Purposes
Average Cost Per Share - Long Form
Canada Child Tax Benefit & Supplement
Effect of Recommendations on Tax Payable
Free Form for Tracking ACB
GST/HST Credit Calculation
Income Tax Estimator
Income Tax Payable
Income Tax Rates & Income Security Program Rates
Income Tax Rates - Current Year
Income Tax Rates - Prior Year
Old Age security Clawback Planning
Provincial Child Benefit Plans
Provincial Tax Rates
Record of Average Cost Per Share
Record of Investment Cost Base - Form
Registered Retirement Income Fund (RRIF)
RRIF Tax Liability
Separation / Divorce - Division of Assets
Separation / Divorce - Income Analysis
Separation / Divorce - Projected Growth of Net worth
Summary of Realized Gains for the Year
Top Marginal Tax Rates - All Canadian Provinces


Investing

Analysis of an R. R. S. P. vs. Mortgage Pay Down
Analysis of Market Value Adjustments
Analysis of Revenue Property Investment
Calendar of Income from Systematic Withdrawal Plans
Leveraged Investment Portfolio
Leveraged Investment Portfolio with Universal Life
No Money Down - Retirement Plan
Projected Growth of  Investment
Projected Growth of  Investment with Variables
Projected Growth of an R.R.S.P.
Projected Growth of an R.R.S.P. Vs Open Investment
Rates Of Return
Registered Retirement Plan - Monthly Illustration
RRSP Investment with Mortgage Pay Down
R.R.S.P. vs Leverage Investment
R.R.S.P. vs. Same Amount to Reduce Leverage Loan
Summary of Distributions and Tax Analysis For Year
Systematic Withdrawal Plan
R.R.S.P. Contribution Analysis
Transaction Adjustment Invoice

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