Money Facts Infographic

There are a number of Money Facts to keep track of during the year. From registered contribution limits to benefit amounts and tax rates, this infographic is updated annually and serves as a handy reference for these important conversations with clients.

“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.

Infographic Features

  • 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 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.