FINANCIAL INFOGRAPHICS
Visual, shareable and engaging infographics.
Growing Library of Sharable Infographics
FreshPlan combines over 75 financial calculators with a growing library of over 75 engaging financial infographics that illustrate a vast array of financial planning topics.
Communicate Complex Concepts
Not everyone has the time or desire to read long-form content. Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. In fact, when clients and prospects gain insights quickly, the content is more memorable.
Stay Connected Year-Round
Financial infographics are a valuable tool to help stay connected to clients and prospects all year. Whether on social media, email, or as part of a financial plan, they’re a great way to share information with others. Current and topical, each infographic is easy to share on their own or as part of a financial plan.
Helping Your Kids Buy a Home
What parents need to consider before offering financial help.
Guiding Wealth Transfer Infographic
Designed to start meaningful conversations with clients about intergenerational wealth planning.
Investment Holding Periods Infographic
Using a historical perspective, this infographic illustrates the best, worst and average returns of investment portfolio types over time.
FEATURED INFOGRAPHIC
Money Dates 2025
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.
Investment Holding Periods Infographic
Using a historical perspective, this infographic illustrates the best, worst and average returns of investment portfolio types over time.
Net Worth Infographic
Before your clients can reach a financial goal, they need to know where they stand.
Money Dates Infographic
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.
Donor Advised Funds Infographic
Donor Advised Funds offers Canadian investors a strategic, tax-efficient, and flexible tool for charitable giving.
Share financial infographics to attract attention and increase engagement.
Dollar Cost Averaging Infographic
An investment strategy of investing the same amount of money at regular intervals.
Market Volatility Infographic
This 2025 infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Staying the Course Infographic
Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
Investment Success Infographic
This investment success infographic illustrates 10 Tips for Investment Success, offering solid financial planning practices.
Tax Tips Infographic
Updated for 2025 search for tax credits and deductions with the Tax Tips Infographic.
Inflation and Financial Planning
2025 Inflation and Financial Planning infographic illustrates the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.