FINANCIAL INFOGRAPHICS
Visual, shareable and engaging infographics.
Growing Library of Sharable Infographics
FreshPlan combines over 75 financial calculators with a growing library of over fifty FreshPlan financial infographics that illustrate a vast array of financial planning topics.
Communicate Complex Concepts
Not everyone has the time or desire to read long-form content. Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.
Stay Connected Year-Round
Financial infographics are a valuable tool to help stay connected to clients and prospects all year. Whether on social media, email, or as part of a financial plan, they’re a great way to share information with others. Current and topical, each infographic is easy to share on their own or as part of a financial plan.
Commuted Pension
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
Tax Loss Selling
This infographic outlines what tax loss selling is, the benefits for investors, and illustrates the superficial loss rule.
Best Time to Invest
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
FEATURED INFOGRAPHIC
Year End Planning 2022
Since many year end planning opportunities have firm deadlines these planning considerations can help your clients ensure they don’t leave money on the table.
Investor Emotions
Investor Emotions infographic highlights considerations to help limit the emotional influence that may prevent investment success.
Credit Score Infographic
This credit score infographic illustrates the factors involved in determining your credit score, and why a good score is important.
Holding Periods and Volatility
As holding period gets longer, returns become consistently more positive.
Market Volatility Infographic
This infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Share financial infographics to attract attention and increase engagement.
Inflation and Financial Planning
Inflation and Financial Planning infographic illustrates the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.
Canadian Budget Infographic
This Canadian Budget infographic illustrates highlights of the 2021 Federal Budget and how the changes that may affect your individual and family finances.
Tax Time Infographic
Search for tax credits and deductions with the Tax Time Infographic.
TFSA Infographic
Tax free savings accounts offer tax advantages for both long term and short term goals.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Grow Your RRSP Infographic
This 10 Ways to Grow Your RRSP infographic offers strategies to help grow your RRSP and increase your capital for retirement.