advice

Relationships

Moving in together, starting a family, or getting married — when life changes, so should your financial planning.

Financial Planning For Relationships

Changes in your relationship often come with important decisions on combining or dividing wealth, re-structuring savings accounts, and managing RRSPs, RESPs, and loans. Learn how to set goals and adjust to big changes with our helpful financial planning tools, tips, and advice from a Libro Coach.

Accounts Investments Mortgages

Helpful Tools & Resources

Pie graph with dollar sign on large portion

Monthly Budget Planner

Moving in together means a new monthly budget. Easily create one with this tool. Simply input your household’s income, expenses, and savings.

Go to Tool
Icon for Mortgage Rates

Mortgage Planner

Get a snapshot of what you can comfortably afford to borrow. Test out different scenarios including rates and mortgage payment frequencies.

Go to Tool
Family

Tax Benefits of an RESP

Start planning for your children’s future with an RESP. Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan.

Go to Tool
Growth

Prosperity Planner

What does prosperity mean to you? Set priorities and plan small steps with Libro’s Prosperity Planner.

Go to Tool
Couple smiling and sitting in their house they are renovating

Looking for guidance?

Relationships can be full of exciting developments. Whether you are new to your joint life together or looking for a refresher, Libro is here to give you a hand.

  • Budgeting that fits your lifestyle
  • Mortgage options
  • Joint retirement savings
Book an Appointment

Find a location near you