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.
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2025 deadlines.
2025 Canadian Budget Infographic: What It Means for Canadians and Their Finances
Donor Advised Funds offers Canadian investors a strategic, tax-efficient, and flexible tool for charitable giving.
What parents need to consider before offering financial help.
This 2025 infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Designed to start meaningful conversations with clients about intergenerational wealth planning.
This RESP Infographic highlights this tax-sheltered plan that helps you save for a child's post-secondary education faster.
Using a historical perspective, this infographic illustrates the best, worst and average returns of investment portfolio types over time.
