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.
Investor Emotions
Investor Emotions infographic highlights considerations to help limit the emotional influence that may prevent investment success.
Credit Score Infographic
This credit score infographic illustrates the factors involved in determining your credit score, and why a good score is important.
Holding Periods and Volatility
Updated annually, as holding period gets longer, returns become consistently more positive.
Market Volatility Infographic
This 2025 infographic illustrates historical performance of the S&P/TSX Total Return Index for an investment in 1969.
Share financial infographics to attract attention and increase engagement.
Early Retirement Package Infographic
The value and structure of early retirement packages can vary significantly and while it may be a great opportunity for some, for others, there can be risks.
Financial Planning Process
FreshPlan infographic highlights the six steps involved creating a comprehensive, personal financial plan.
Cash Wedge Infographic
The cash wedge strategy helps protect your retirement income in times of volatility.
Home Buyers’ Plan Infographic
Discover how individuals can withdraw up to $60,000 from their RRSPs to buy or build a qualifying 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
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.