TFSA Infographic
Tax-Free Savings Accounts (TFSAs) are one of the most flexible and powerful savings tools available to Canadians. The TFSA Infographic provides a clear, visual overview of how TFSAs work and why they can be effective for both short-term goals and long-term investing.
Updated each year, this infographic is designed to help financial professionals and their clients quickly understand TFSA rules, benefits, and planning considerations—without the complexity.
See Also: RRSP and TFSA Infographic
What the TFSA Infographic Covers
The infographic highlights essential information Canadians need to make informed decisions, including:
- How TFSAs offer tax-free growth and tax-free withdrawals
- The types of investments eligible within a TFSA
- Current contribution limits, eligibility rules, and tax deductibility
- Key considerations when withdrawing funds, including timing and taxes
- How unused contribution room can carry forward
For 2026, the TFSA annual maximum contribution remains $7,000, and this infographic reflects the most up-to-date limits and rules.
TFSA or RRSP: Which Is Better?
A common question for Canadians is whether it’s better to invest in an RRSP or a TFSA. The Tax Free savings Account Infographic helps illustrate the honest answer: it depends.
With updated numbers each year, the infographic visually compares TFSAs and RRSPs to show how factors such as income level, tax rates, contribution deductibility, and withdrawal timing can influence which account may be more suitable for a given situation.
Why Use the TFSA Infographic with Clients?
For financial professionals, the piece is a practical educational tool that helps:
- Simplify TFSA rules and reduce confusion
- Support goal-based saving and investing conversations
- Compare TFSA and RRSP strategies more effectively
- Reinforce planning concepts clients can revisit anytime
Clients benefit from a concise, trustworthy reference that makes it easier to understand how TFSAs fit into their overall financial plan.
A Versatile Resource for Ongoing Planning
Whether used in client meetings, shared digitally, or included in educational materials, the TFSA Infographic delivers clarity around one of Canada’s most important savings vehicles—and helps Canadians make confident, informed choices year after year.
