CostHonest
Free instant estimates · Ontario market ranges

What will your investments be worth — after fees and inflation?

Most investment calculators stop at a big future number. This one keeps going: pick a mix with stated planning assumptions, subtract your fund fees, and optionally discount by 2% inflation so the answer lands in today's dollars. The default — $25,000 plus $500 a month in a balanced mix for 15 years at a 0.5% fee — reaches $184,386, worth $137,001 in today's money. The fee line is the eye-opener: even half a percent quietly takes $9,235 over the period.

Common questions

What returns does the calculator assume?

Planning assumptions, stated on each mix: about 4% conservative, 5.5% balanced, 6.5% growth and 7.5% aggressive, before fees. They are long-run figures for thinking with — not forecasts. Real returns arrive in lumps, droughts and crashes that average out only over decades.

How much do fees really matter?

Compounding works on costs too. At the default inputs a 0.5% MER costs $9,235 over 15 years; slide the fee to a typical 2% mutual-fund MER and the same portfolio surrenders about $34,000. Fee differences compound exactly like returns — permanently.

Why show the result in today's dollars?

Because $184,386 fifteen years from now buys roughly what $137,000 buys today at 2% inflation. Future-dollar figures flatter every long-term plan; the today's-dollars toggle is the honest yardstick for whether the plan actually funds the life you have in mind.

Is this financial advice?

No — it is arithmetic on assumptions you control. It knows nothing about your taxes, account types or risk tolerance. Use it to sanity-check what an advisor or robo-advisor projects, and to see the fee line that pitch decks rarely volunteer.

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