Money Facts Infographic
Updated for 2026. Keeping up with changing financial thresholds can be a challenge—especially when key limits and benefit amounts are updated every year. The Money Facts infographic is a timely, at-a-glance reference that brings together the most important numbers Canadians need to know, all in one place.
Designed for both financial professionals and their clients, this infographic helps ensure conversations and decisions are based on current, accurate information throughout the year.
“Each province also has their own version featuring provincial combined marginal tax rates.”
What the Canadian Money Facts Infographic Covers
The Money Facts infographic highlights essential annual updates, including:
- RRSP and TFSA contribution limits
- Canada Pension Plan (CPP) benefit amounts
- Old Age Security (OAS) pension benefits
- Federal income tax rates
- Provincial income tax rates, including combined marginal rates
Each province also has its own version of the infographic, making it easier to reference provincial combined marginal tax rates when discussing planning strategies specific to a client’s location.
Why This Reference Guide Matters
Because contribution limits, benefit payments, and tax rates change regularly, relying on outdated numbers can lead to missed opportunities or planning errors. The Money Facts infographic serves as a dependable reference that helps:
- Support accurate tax and retirement planning discussions
- Keep annual reviews and projections up to date
- Reduce the need to search multiple sources for key figures
- Improve clarity when explaining complex numbers to clients
- The clean, visual layout makes it easier to absorb number-heavy information quickly.
A Flexible Tool for Advisors and Clients
As a reference-focused resource, the Money Facts infographic is ideal for:
- Desk-side or digital quick reference
- Client meetings and annual reviews
- Educational handouts and client portals
- Sharing alongside other planning visuals
It works particularly well when paired with other resources that explore planning strategies in more depth, allowing professionals to layer insights without overwhelming clients.
Staying Current, Year After Year
Updated annually, the Canadian infographic helps ensure financial plans reflect the most current limits, benefits, and tax rates—supporting better decisions and clearer conversations all year long.
