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.
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.
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.
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.
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.
Share financial infographics to attract attention and increase engagement.
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 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.
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.