Return on Life
Wealth Snapshot Confidential

Enter your numbers. See your gaps.

Input your details to see where wealth is leaking and what it's costing you. All figures are illustrative estimates — not financial or tax advice.

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Taxed at full marginal rate — up to 53.53% in Ontario.

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Personal: taxed at marginal rate up to 53.53%.

OpCo only: retained earnings accumulate in the operating company — exposed to business risk and creditors.

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What you originally paid for the shares — often just the initial paid-in capital. If unsure, leave at $0 (conservative estimate).

Business Expenses

Assets

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Mixed: blended rate ~43% (interest + dividends + gains). Applies when personally held.

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Personal: capital gains taxed at 26.75% effective on accrued gain.

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Tax-exempt on sale — included in estate total for full picture.

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Tax-free growth and withdrawal — no estate tax.

Protection & Structure

All figures stay in your browser. Confidential by design.