Retirement Calculators
Robust retirement planners allow Advisors to walk their clients through various scenarios to help them plan and save for the future.
Personal Insurance Infographics
This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Estate Planning Infographics
Three Estate Planning Infographics illustrate the process of structuring of your personal and financial affairs.
Staying the Course
This FreshPlan infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
Market Volatility
This infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Net Worth Statement
Before your clients can reach a financial goal, they need to know where they stand.
Home Buyers’ Plan Infographic
For clients who are planning to use their RRSP to help them with a down payment.
Lifelong Learning Plan
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.