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.
Annuities Infographic
Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.
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.
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.
Life Insurance Infographic
Determining the right life insurance coverage is an important decision.
RRSP Infographic
A helpful resource, updated for 2025, to help Canadian plan for their future and save for their retirement.
Paying Down Debt Infographic
One of the first steps to financial soundness is managing debt.
Income Splitting Infographic
Discover income splitting strategies that couples may consider when planning for retirement.
Share financial infographics to attract attention and increase engagement.
Money Facts Infographic
From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
High Ratio Mortgage Infographic
For clients who may be looking to buy a new home, this FreshPlan infographic illustrates how high ratio mortgages work.
Tax Loss Selling
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2024 deadlines.
Donor Advised Funds Infographic
Donor Advised Funds offers Canadian investors a strategic, tax-efficient, and flexible tool for charitable giving.
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.