FreshPlan’s infographics turn complex financial topics into clear, compelling visuals your clients can grasp in seconds. Whether you’re answering a quick question, building a full plan, or nurturing relationships between meetings, these visuals make your advice easier to explain—and harder to forget.
A clear, visual way to explain the basics.
Explain how fee-based advice works, and how its is designed to improve transparency.
Help clients understand what their Mutual Fund Fees pay for.
Making the most of your CPP all comes down to timing.
Marginal Tax Rate infographics outline 2026 marginal tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.
Money Facts infographic: a quick reference for RRSP and TFSA limits, CPP and OAS benefits, and federal and provincial tax rates.
This 2026 infographic is a reference of important Money Dates of when returns are due to be filed, payments are due and benefits are paid.
Discover how the First Home Savings Account, Home Buyers' Plan, RRSP and TFSA can work together to help you to save for your first home.
