Money Facts Infographic
Money Facts Infographic is a favourite of our clients and one that they use and share throughout the year. From registered contribution limits to benefit amounts and tax rates, this infographic is updated annually and serves as a helpful reference for these important conversations with clients.
There are a number of Money Facts to keep track of during the year. Because contribution limits and benefit payments change each year, this timely guide illustrates updates for RRSP and TFSA contribution limits, annual Canada Pension Plan benefits, Old Age Security pension benefits, and federal and provincial tax rates.
“Each province also has their own version featuring provincial combined marginal tax rates.”
To help with your planning, check out the CPP OAS Benefit Calculator in FreshPlan.
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan financial planning software combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.