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.
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.
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.
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.
Cash Wedge Infographic
The cash wedge strategy helps protect your retirement income in times of volatility.
Personal Insurance Infographic
Different types of personal insurance can protect you and your family.
Share financial infographics to attract attention and increase engagement.
Taking CPP Early or Late Infographic
While Canadians can start collecting their Canada Pension Plan between the ages of 60 and 70, the longer they wait for CPP, the more they’ll get.
CPP & OAS Retirement Benefits
This 2025 CPP and OAS Retirement Benefits Infographic illustrates considerations about amounts, eligibility, applying for benefits and taxation.
Registered Plan Limits Infographic
This Registered Plan Limits Infographic is a convenient guide for the 2025 contribution limits of various registered plans.
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.
Registered Disability Savings Plan
Registered Disability Savings Plan is a long-term savings plan to help Canadians with disabilities and their families save for the future.
Marginal Tax Rates Infographics
Marginal Tax Rate infographics outline 2025 marginal tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.