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.
Income Splitting Infographic
Discover income splitting strategies that couples may consider when planning for retirement.
Annuities Infographic
Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.
Value of Advice Infographic
Explore how investors benefit from working with a financial professional.
Home Ownership Plans Infographic
Discover how the First Home Savings Account, Home Buyers' Plan, RRSP and TFSA can work together to help you to save for your first home.
Share financial infographics to attract attention and increase engagement.
Grow Your RRSP Infographic
This 2025 infographic offers strategies to help grow your RRSP and increase your capital for retirement.
Year End Planning
Finish off the year strong with this updated for 2024 infographic filled with year end financial planning considerations.
Debt Service Ratios Infographic
Discover the impact of Debt Service Ratios on determining mortgage affordability.
Holding Periods and Volatility
Updated annually, as holding period gets longer, returns become consistently more positive.
Commuted Pension
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
Estate Planning Infographics
Estate Planning Infographics illustrate the process of structuring of your personal and financial affairs.