Investment Calculator Canada

No fee everyday banking

Set up direct deposit and skip the monthly fee. Free to open, and the Easy plan has no monthly fee. Worth doing if you will actually move your pay or your CRA deposits over, not if the card sits unused. Code BREMO2026.

See how it works

Model your portfolio growth with Canadian-specific assumptions. See how regular TFSA or RRSP contributions compound over time.

Investment Growth Calculator

Start Your Savings With KOHO — 5% on Every Dollar

Build your investment cash buffer in KOHO earning up to 5%. Use code BREMO2026 for a $100 sign-up bonus.

Historical Canadian Market Returns

Asset ClassHistorical Annual ReturnRisk LevelBest Held In
S&P/TSX Composite (Canada)~7.5% (30-yr avg)Medium-HighTFSA/RRSP
S&P 500 (US, CAD)~10.3% (30-yr avg)Medium-HighRRSP (avoids WHT)
XEQT/VEQT (Global equity)~7–9% (projected)Medium-HighTFSA/RRSP
VGRO/XGRO (80/20)~6–8% (projected)MediumTFSA/RRSP
Canadian bonds~3–4%Low-MediumRRSP
HISA (KOHO/EQ Bank)3–5% (current)Very LowTFSA/non-reg
GICs (1–5 year)3.80–4.60% (2026)None (guaranteed)TFSA/RRSP

Past returns do not guarantee future performance. Market returns are variable — use 6–7% as a conservative assumption for long-term equity modeling.

TFSA vs. RRSP vs. Non-Registered — Which to Use?

TFSARRSPNon-Registered
Tax on contributionsAfter-tax dollarsPre-tax (deductible)After-tax dollars
Tax on growthNoneNone (until withdrawal)Annual (cap gains, dividends)
Tax on withdrawalNoneFull income taxNone additional
2026 annual room$7,00018% of earned incomeUnlimited
Withdrawal impactRoom restored next yearPermanent loss of roomNo limits
Best forMost CanadiansHigh earners (30%+ tax)After maxing registered

Frequently Asked Questions

What is a realistic return assumption for Canadian investors?
A global equity ETF (like XEQT) has historically returned 7–10% annually before inflation. For planning purposes, use 6–7% to be conservative. Bonds/GICs return 3–5%. Adjust based on your actual portfolio allocation.
How much should I invest monthly in Canada?
A common guideline is to save 10–15% of gross income for retirement. With TFSA room of $7,000/year, contributing $583/month maximizes your TFSA. After maxing TFSA, maximize RRSP contributions, then invest in non-registered accounts.
What is the best investment for a Canadian beginner?
A single all-in-one ETF (XEQT or VEQT) held in a TFSA through Wealthsimple Trade or Questrade. Low fees (0.20% MER), automatic rebalancing, globally diversified, and zero trading commissions at both platforms.

Related Guides & Calculators