Answer a few questions about your project and financial situation.
If you want to contribute to your RRSP or TFSA, call:
Montreal 514-844-3046 Toll-free 1-877-779-7337Take control of your savings
MyIdea tool was created to help you with the financial aspects of your most important projects. Depending on the cost of your project and the amount of time you have to save, you’ll get an action plan specifically suited to your reality.
As simple as 1, 2, 3.
Get a made-to-measure plan, presented in a simple chart. This plan will include recommendations that will help you reach your financial objectives.
Put your plan into action on your own or with the help of an advisor.
For more information about MyIdea tool, watch the video below.
MyIdea tool also lets you create your profile, which will help you:
Save time, archive and review your plan
A good financial plan evolves as new circumstances arise. If your financial situation changes, you’ll want to adapt your savings plan accordingly. With your profile, you’ll be able to retrieve your initial plan and easily modify it, taking your new financial reality into account.
(Note that information entered in the tool will be saved for a period of two years.)
Obtain an accurate picture depending on where you live
Cost of living, income tax, and inflation differ from province to province. MyIdea takes your place of residence into account to give you a realistic financial picture of your situation based on your specific profile.
Connect with your financial advisor
You can share the plan you’ve just built with your advisor, who’ll help you bring your project to life.
If you don’t have an advisor at National Bank, don’t worry. We’ll put you in touch with a member of our team.