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.
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.
Charitable Giving Infographic
Charitable Giving infographic illustrates some of the benefits available for an immediate approach to giving, or a long-term philanthropic plan.
Money Facts Infographic
From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
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.
Estate Plan Directory Infographic
A master directory consolidates all essential information related to your estate into one location.
Estate Planning for Business Owners
Discover why having a well-crafted estate plan is crucial to Canadian business owners.
Reasons to Have an Estate Plan
The infographic highlights why having a well-thought-out estate plan is crucial.
Estate Planning Components
Illustrating the many parts of an estate plan in a way that's easy to understand.
Share financial infographics to attract attention and increase engagement.
Donor Advised Funds Infographic
Donor Advised Funds offers Canadian investors a strategic, tax-efficient, and flexible tool for charitable giving.
TFSA – Spend or Invest Infographic
TFSA - Spend or Invest infographic will help you start that conversation about spending $7,000 in 2025, or investing for the future.
TFSA Infographic
2025 Tax free savings accounts offer tax advantages for both long term and short term goals.
RRSP and TFSA Infographic
This 2025 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and TFSAs.
RRSP Infographic
A helpful resource, updated for 2025, to help Canadian plan for their future and save for their retirement.
Grow Your RRSP Infographic
This 2025 infographic offers strategies to help grow your RRSP and increase your capital for retirement.