Home Buyers Plan Infographic

Financial planning helps Canadians determine whether they are on track to meet their goals and outlines their path to overall financial success. Some individuals may think that planning is not right for them. This FreshPlan infographic speaks to the myths surrounding financial planning and encourages individuals to start planning today.

A great prospecting piece for financial advisors

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.