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.
Before your clients can reach a financial goal, they need to know where they stand.
Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
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
Segregated Funds have the potential to increase after-tax income while preserving capital.
From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
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.
