RRSP and TFSA Infographic

RRSP and TFSA Infographic

Saving for the future often means using both RRSPs and TFSAs — and knowing how each one works can help you make smarter, more flexible financial decisions.

This TFSA and RRSP infographic breaks down the key similarities and differences between the Registered Retirement Savings Plan and the Tax-Free Savings Account. Both offer valuable tax advantages and can support short- and long-term goals — but which one is best for your client depends on their situation.

Each year, this infographic is updated with the latest contribution limits, eligibility rules, and withdrawal details — so you always have reliable, current information at a glance. It’s a simple, client-friendly visual that helps spark better conversations about saving, investing, and planning ahead.

Stack it with the RRSP Quick Facts, RRSP Tax Savings Calculator, and RRSP Limit Calculators in FreshPlan to deepen understanding and show how strategies come together.

Use it as a snackable insight to engage clients, or adapt it to complement your broader planning tools. With FreshPlan, you can deliver more advice to more people — in less time.