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.
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.
Before your clients can reach a financial goal, they need to know where they stand.
Illustrate why long-term investing and discipline help clients navigate market volatility and achieve better outcomes.
Quickly access the minimum amounts from age 60 to age 95+.
Discover how individuals can withdraw up to $60,000 from their RRSPs to buy or build a qualifying home.
Discover how individuals to save up to $40,000 (tax-free) for a down payment on their first home
