FINANCIAL INFOGRAPHICS
Visual, shareable and engaging infographics.
Growing Library of Sharable Infographics
FreshPlan combines over 75 financial calculators with a growing library of over 75 engaging 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. In fact, 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.
RRSP and TFSA Infographic
This 2024 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and TFSAs.
Charitable Giving Infographic
Charitable Giving infographic illustrates some of the benefits available for an immediate approach to giving, or a long-term philanthropic plan.
Year End Planning
Finish off the year strong with this updated for 2023 infographic filled with year end financial planning considerations.
FEATURED INFOGRAPHIC
Money Dates 2024
This 2024 infographic is a reference of important Money Dates
of when returns are due to be filed, payments are due and benefits are paid.
First Time Home Savings Infographic
Discover how individuals to save up to $40,000 (tax-free) for a down payment on their first home
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
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2023 deadlines.
Best Time to Invest
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
Share financial infographics to attract attention and increase engagement.
Money Facts Infographic
From 2024 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
Marginal Tax Rates Infographics
Marginal Tax Rate infographics outline 2024 marginal tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.
Inflation and Financial Planning
2024 Inflation and Financial Planning infographic illustrates the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.
TFSA – Spend or Invest Infographic
TFSA - Spend or Invest infographic will help you start that conversation about spending $7,000 this year, or investing for the future.
Registered Plan Limits Infographic
This Registered Plan Limits Infographic is a convenient guide for the 2024 contribution limits of various registered plans.
Money Dates Infographic
This 2024 infographic is a reference of important Money Dates of when returns are due to be filed, payments are due and benefits are paid.