FINANCIAL INFOGRAPHICS
Visual, shareable and engaging infographics.
Growing Library of Sharable Infographics
FreshPlan combines over 75 financial calculators with a growing library of over 75 engaging financial infographics that illustrate a vast array of financial planning topics.
Communicate Complex Concepts
Not everyone has the time or desire to read long-form content. Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. In fact, when clients and prospects gain insights quickly, the content is more memorable.
Stay Connected Year-Round
Financial infographics are a valuable tool to help stay connected to clients and prospects all year. Whether on social media, email, or as part of a financial plan, they’re a great way to share information with others. Current and topical, each infographic is easy to share on their own or as part of a financial plan.
Dollar Cost Averaging Infographic
An investment strategy of investing the same amount of money at regular intervals.
Market Volatility Infographic
This 2025 infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Staying the Course Infographic
Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
FEATURED INFOGRAPHIC
Money Dates 2025
This 2025 infographic is a reference of important Money Dates
of when returns are due to be filed, payments are due and benefits are paid.
Estate Plan Directory Infographic
A master directory consolidates all essential information related to your estate into one location.
Estate Planning for Business Owners
Discover why having a well-crafted estate plan is crucial to Canadian business owners.
Reasons to Have an Estate Plan
The infographic highlights why having a well-thought-out estate plan is crucial.
Estate Planning Components
Illustrating the many parts of an estate plan in a way that's easy to understand.
Share financial infographics to attract attention and increase engagement.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Segregated Fund Benefits
Segregated Funds have the potential to increase after-tax income while preserving capital.
Income Splitting Infographic
Discover income splitting strategies that couples may consider when planning for retirement.
Best Time to Invest
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
Taking CPP Early or Late Infographic
While Canadians can start collecting their Canada Pension Plan between the ages of 60 and 70, the longer they wait for CPP, the more they’ll get.
CPP & OAS Retirement Benefits
This 2025 CPP and OAS Retirement Benefits Infographic illustrates considerations about amounts, eligibility, applying for benefits and taxation.