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.
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.
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.
Retirement Planning Trade Offs
This infographic can trigger great conversations with clients about their expectation for their retirement.
Grow Your RRSP Infographic
This 2025 infographic offers strategies to help grow your RRSP and increase your capital for retirement.
Money Facts Infographic
From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference with clients.
Money Dates Infographic
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.
Share financial infographics to attract attention and increase engagement.
Critical Illness Insurance Infographic
Critical Illness insurance can protect you if you are diagnosed with a life-altering condition.
Life Insurance Infographic
Determining the right life insurance coverage is an important decision.
Disability Insurance Infographic
Disability insurance provides protection if you’re unable to work and earn an income.
Paying Down Debt Infographic
One of the first steps to financial soundness is managing debt.
Financial Planning Myths Infographic
This infographic attempts to dispel financial planning myths to encourage individuals to start planning today.
Mortgage Insurance and Term Insurance
It's important to consider protecting your home investment with protection like mortgage insurance and term insurance.