This series of personal insurance infographics highlight the many insurance options to best suit your clients’ needs.
Three infographics illustrating Estate Planning as the process of structuring personal and financial affairs so that upon death, assets are distributed according to your wishes.
This FreshPlan infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
This infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Before your clients can reach a financial goal, they need to know where they stand.
For clients who are planning to use their RRSP to help them with a down payment.
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.
A great prospecting piece for financial advisors.
This infographic can trigger great conversations with clients about their expectation for their retirement.
This FreshPlan infographic outlines how you can control your financial affairs through a cash flow statement.