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.
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.
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.
First Time Home Savings Infographic
Discover how individuals to save up to $40,000 (tax-free) for a down payment on their first home
Commuted Pension
Pension Considerations infographic illustrates some of the pros and cons of taking regular pension payments or a lump sum commuted value.
Tax Loss Selling
Discover what tax loss selling is, the benefits for investors, the superficial loss rule and 2024 deadlines.
Best Time to Invest
When it comes to building wealth, the biggest cost you will face is the cost of waiting to invest.
Share financial infographics to attract attention and increase engagement.
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.
Retirement Readiness Infographic
FreshPlan Retirement Readiness infographic helps guide the conversation about the benefits and financial challenges of retirement.
Estate Plan Directory Infographic
A master directory consolidates all essential information related to your estate into one location.
Estate Planning for Blended Families
Estate planning in blended families is especially important due to complex family dynamics.
Estate Planning for Business Owners
Discover why having a well-crafted estate plan is crucial to Canadian business owners.