Services — Tax Preparation Tools
Financial Tools & Templates
Practical tools to help you understand, track, and grow your finances — free from Joanne David Financial.
Practical tools to help you understand, track, and grow your finances — free from Joanne David Financial.
Click any template below to copy it directly to your own Google account — no download needed. You'll need to be signed into Google. The template is yours to keep and edit.
A comprehensive monthly budget spreadsheet designed for Alberta professionals — tracks income, expenses, savings, and gives you a clear picture of where your money is going each month.
📋 Copy to My Google SheetsYou'll be asked to sign into Google — the sheet will be copied privately to your Drive.
How it works: When the button is active, clicking it will ask you to sign into your Google account. Our system will then make a private copy of the template in your Google Drive — only you can see it. We never access your Google data.
Most tax calendars are generic. Yours shouldn't be. Enter your details and we'll generate a personalized 13-page PDF with every deadline that applies to your specific situation — personal, sole proprietor, and corporate all in one.
Generate your personalized 2026 or plan ahead for 2027 — tell us your province, entities (personal, sole proprietor, and/or corporation), fiscal year-end, and GST year-end. We'll generate a beautiful 13-page PDF with your exact deadlines marked on the correct dates. Colour-coded by entity type. Instant download. No login required.
RRSP, TFSA, FHSA, RESP, instalments & more
Filing, GST remittance & T4 deadlines
Filing, CCPC payment & registry return
Free instant download — your email is used only for our tax tips newsletter. Unsubscribe anytime.
These calculators are provided by Mackenzie Investments — a trusted Canadian investment firm. They open in a new tab. No sign-in required.
These are third-party tools provided for your convenience. Joanne David Financial is not responsible for the content of external sites.
Discover how much you need to donate to a charitable organization to eliminate capital gains tax.
Launch Calculator →Understand the tax implications of an in-kind charitable donation of securities.
Launch Calculator →Discover how charitable donations can lower your taxes — see your estimated federal and provincial credits.
Launch Calculator →Estimate the taxes you may owe based on your taxable income — useful for planning your tax strategy.
Launch Calculator →More calculators coming. We're adding RRSP vs TFSA, retirement savings, and CPP timing calculators. Check back soon — or book a call for a personalized analysis.
Tools to help you understand your TFSA, RESP, and savings growth — provided by Mackenzie Investments.
These are third-party tools provided for your convenience. Joanne David Financial is not responsible for the content of external sites.
Highlight the benefits of investing in a TFSA versus a taxable account — see the difference tax-free growth makes over time.
Launch Calculator →Calculate your allowable personalized TFSA contribution room — useful if you've never contributed or have withdrawn in prior years.
Launch Calculator →See the cost of waiting to invest in an RESP — understand how early contributions and government grants grow over time.
Launch Calculator →Walk through different savings scenarios to discover the future value of your investments under various contribution and growth assumptions.
Launch Calculator →Tools to help analyze your investment strategy — provided by Mackenzie Investments.
These are third-party tools provided for your convenience. Joanne David Financial is not responsible for the content of external sites.
Unbiased insights and analysis to help build portfolios and compare investment options with confidence.
Launch Tool →Calculate how long an investment will last when making regular withdrawals — useful for retirement income planning.
Launch Calculator →Shows clients invested in a Private Wealth series how they can receive one low price regardless of account size.
⚠️ This tool requires advisor access. Contact Joanne to run this analysis for your specific situation.
Illustrates the benefits of Series T compared to traditional systematic withdrawal plans for tax-efficient income.
⚠️ This tool requires advisor access. Contact Joanne to run this analysis for your specific situation.
Plan your retirement income, RRIF withdrawals, and RRSP savings — provided by Mackenzie Investments.
These are third-party tools provided for your convenience. Joanne David Financial is not responsible for the content of external sites.
Work out minimum RRIF withdrawals and how long your savings will last — essential planning for retirement income.
Launch Calculator →Estimate payments and the value of your Life Income Fund — useful for pension holders converting to retirement income.
Launch Calculator →See how your savings plan meets your income needs in retirement — model different contribution and growth scenarios.
Launch Calculator →Discover how a portfolio of Mackenzie funds can provide income, growth, and risk mitigation in retirement.
⚠️ This tool requires advisor access. Contact Joanne to run this illustration for your specific situation.
Work out your tax savings from RRSP contributions by comparing different contribution levels, income amounts, and tax rates — see the real value of contributing to your RRSP this year.
Launch Calculator →These tools give you a starting point — a conversation with Joanne gives you a complete picture.