Financial planning infographics support financial literacy, reinforce positive habits and help keep clients engaged between meetings.
TFSA Infographic
2025 Tax free savings accounts offer tax advantages for both long term and short term goals.
Year End Planning
Finish off the year strong with this updated for 2025 infographic filled with year end financial planning considerations.
RRSP and TFSA Infographic
This TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and TFSAs.
Net Worth Infographic
Before your clients can reach a financial goal, they need to know where they stand.
Staying the Course Infographic
Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
Home Buyers’ Plan Infographic
Discover how individuals can withdraw up to $60,000 from their RRSPs to buy or build a qualifying home.
Money Dates Infographic
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.
Cash Flow Statement Infographic
This FreshPlan infographic outlines how you can control your financial affairs through a cash flow statement.