Choose from growing library of sharable, visual infographics that illustrate a vast array of financial planning topics. These engaging graphics will help clients and prospects understand complex concepts quickly and clearly. Educational infographics are a valuable tool to for staying connected.
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2024 deadlines.
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
Investor Emotions infographic highlights considerations to help limit the emotional influence that may prevent investment success.
This credit score infographic illustrates the factors involved in determining your credit score, and why a good score is important.
Updated annually, as holding period gets longer, returns become consistently more positive.
This 2025 infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
2025 Inflation and Financial Planning infographic illustrates the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.
