Canadian Budget Infographic
This Canadian Budget infographic illustrates highlights of the 2021 Federal Budget and how the changes that may affect your individual and family finances.
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.
Financial Planning Myths
A great prospecting piece for financial advisors.