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.
RESP Infographic
This RESP Infographic highlights this tax-sheltered plan that helps you save for a child's post-secondary education faster.
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.
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 Planning for Blended Families
Estate planning in blended families is especially important due to complex family dynamics.
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.
Share financial infographics to attract attention and increase engagement.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Segregated Fund Benefits
Segregated Funds have the potential to increase after-tax income while preserving capital.
Income Splitting Infographic
Discover income splitting strategies that couples may consider when planning for retirement.
Best Time to Invest
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
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.