Total Strategy Analysis

Total Strategy Analysis & Comparison

Settings

Default Values

Purchase Price

Down Payment %

Interest Rate %

Amortization

Term (years)

Payment Frequency

Condo Fees

Total Income

Lump Sum

Return %

Legal Fees

Appraisal

Appreciation %

Strategy Visibility

Toggle strategies on or off. Hidden strategies are removed from all views, comparisons, charts, and reports.

Taxvesting Strategy

RRSP tax shield, refund compounding, investment schedule

Mortgage Product Strategy

Fixed vs Variable comparison, sensitivity simulation, break penalties

Payment Frequency Strategy

All 6 frequencies comparison, interest savings, optimal schedule

Pre-Payment Strategy

Lump-sum and payment increase privileges, interest savings

Mortgage Retirement Strategy

Payoff timeline, interest saved over term & amortization, years shaved off

After-Strategy APR Method

Choose how the After-Strategy APR calculates benefits. This affects APR only — not Net Wealth or investment calculations.

Strategy-Adjusted (Growth Only)Recommended

Benefits = Tax Refunds + Investment Growth
Excludes all principal contributions. Conservative, compliance-friendly model reflecting only the net economic benefit generated by the strategy.

Full Investment Benefit (Including Initial Investment)

Benefits = Tax Refunds + Investment Growth + Initial Investment
Includes the client's upfront RRSP contribution as part of the benefit. More aggressive positioning showing total portfolio impact on borrowing cost.

Selected mode persists across sessions and is reflected in all generated reports with a clear method indicator.

Section Titles

App Title

Subtitle

Comparison Title

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Text

Card BG

Total Strategy Analysis

Total Strategy Analysis