Financial planning infographics support financial literacy, reinforce positive habits and help keep clients engaged between meetings.
Fee-Based Advice
Explain how fee-based advice works, and how its is designed to improve transparency.
Money Facts Infographic
Money Facts infographic: a quick reference for RRSP and TFSA limits, CPP and OAS benefits, and federal and provincial tax rates.
Money Dates Infographic
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.
TFSA Infographic
2026 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
Illustrate why long-term investing and discipline help clients navigate market volatility and achieve better outcomes.