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IMG_PlanLimits

RRSP Limit Calculator

Calculate your RRSP contribution and tax savings.

TFSA Spend or Invest infographic

TFSA: Spend or Invest Infographic

A one-year 2025 maximum TFSA contribution could be very meaningful at retirement.

22_EducPlanning

Education Planning Infographic

The earlier you start saving for your child’s education, the more money you will have to provide your child with more post-secondary options.

Inflation and Financial Planning infographic

Inflation & Financial Planning

Discover the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.

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Include Supporting Tables (Retirement Pl...

VIDEO: Include powerful supporting tables in the Retirement Planner as part of the PDF.

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FreshPlan Retirement Planner Supporting ...

In this video, learn how to customize your Retirement Planning Reports to include the supporting tables.

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How to Clear Cache in Edge

Ensure your content is current by clearing your cache.

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How to Clear Cache in Chrome

Ensure your content is current by clearing your cache.

Where will you be Financially at Retirem...

Depending on what age you start to save, the magic of compounding can make a significant impact.

IMG_MagicCompound

Magic of Compounding Calculator

Discover how the magic compounding creates rapid investment growth over time to help save for future goals.

IMG_Senior_Relax

Spousal RRSP Calculator

Calculate when withdrawals from a spousal RRSP are taxed in the contributor or the spouse’s name.

Student studying

RESP Withdrawal Calculator

This RESP Withdrawal calculator helps to break down amounts when it’s time to take funds out.

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Web Calculators
IMG_RESP

RESP Tax Benefits Calculator

Education Planning

Calculate the tax benefits of investing in a RESP.

IMG_EarlyRetire

When to Take Your Pension

Retirement Planning

Calculate the financial implications of taking your pension at different ages.

RDSP Calculator

RDSP Calculator

Financial Planning

This RDSP calculator estimates the growth of your RDSP by considering several key factors.

CPP Benefits Early or Late calculator

When to Take CPP Benefits

Retirement Planning

This CPP Benefits calculator compares the value of CPP benefits if you take them earlier or later to help maxi...

IMG_PlanLimits

RRSP Limit Calculator

Retirement Planning

Calculate your RRSP contribution and tax savings.

Infographics
Compare Home Ownership Plans infographic

Compare Home Ownership Plans

Infographics

Discover how new and existing programs can work together to help first-time buyers.

Staying the Course Infographic

Stay the Course Infographic

Infographics

Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of revie...

26_TaxTips

Tax Tips Infographic

Infographics

Updated for 2026, search for tax credits and deductions with the Tax Time Infographic.

26_ValueAdvice

Value of Advice Infographic

Infographics

Explore how investors benefit from working with a financial professional.

26B_RRSP_TFSA

RRSP and TFSA Infographic

Infographics

This 2026 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and...

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s ...
Mariska Reinerink
Financial Planner
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial ...
Geoff Cook
Manager, Wealth Advisory
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamle...
Marie Phillips
Wealth Advisor
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are n...
Scott Smith
Certified Financial Planner
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules...
Bill Southall
Senior Financial Planning Advisor
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicate...
Saqib Khan
Wealth Specialist
Easy to use, customized output great quick planning tool to show concepts.
M. Armstrong
Financial Advisor
Easy to navigate, quick input and even faster results, clean layout.
J. Ong
Financial Advisor
FreshPlan is the best one stop shop for Advisors!
S. Tanner
Financial Planner
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them w...
B. Davies
Financial Advisor

About us

Since 1996, Ativa Interactive has been developing software, website content, financial calculators and infographics for the financial services industry. Our mission is to consistently deliver effective, practical, easy-to-use, visual tools.

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