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Financial Tools

Welcome to the LIFE EVENTS PLANNER

Our FREE online financial toolkit is available now!

With any significant life change – planning your career, getting married, buying or selling a home, having a baby, starting a new business, taking a luxury holiday, paying for university or preparing for retirement – there comes a need to re-examine your financial situation.

There’s no simpler way than by using the Caisse’s Life Events Planner.

It includes 24 interactive calculators and dynamic reports which Caisse members can use to help assess their current financial situation and plan for any future goals and events – from evaluating education savings and retirement needs to calculating lease and mortgage payments. Click HERE to start planning for life’s little (and big) events!



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