Market Volatility Infographic
This infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
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.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Personal Insurance Infographics
This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Retirement Calculators
Robust retirement planners allow Advisors to walk their clients through various scenarios to help them plan and save for the future.
Estate Planning Infographics
Three Estate Planning Infographics illustrate the process of structuring of your personal and financial affairs.
Net Worth Statement
Before your clients can reach a financial goal, they need to know where they stand.
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.