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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.

2024 Canadian Federal Budget infographic on a desk

Canadian Budget Infographic

This 2024 Canadian Budget infographic illustrates complex highlights of areas that will affect personal financial planning.

Where will you be Financially at Retirem...

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

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Magic of Compounding Calculator

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

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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.

Present Value

Present Value Calculator

Calculate the present value of a certain amount of money in the future.

IMG_SeniorCouplePark

RRSP Withholding Taxes Calculator

Calculate how much tax will be withheld from your RRSP withdrawal.

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CEBA Infographic

Extended to December 2023, the Canada Emergency Business Account (CEBA) aimed to provide support for small businesses and not-for-profits.

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Web Calculators
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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.

IMG_TDS_GDS

TDS and GDS Calculator

Mortgage and Debt

Discover how Total Debt Service and Gross Debt Service ratios work.

Infographics
Understanding your Net Worth infographic

Net Worth Statement Infographic

Infographics

This Net Worth Statement infographic highlights the components and outlines the benefits of having one.

Market Volatility Infographic

Market Volatility Infographic

Infographics

This 2025 Market Volatility infographic highlights the historical long-term trend of firmly upward.

2025 Stay 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...

Cash Flow Infographic

Cash Flow Statement Infographic

Infographics

Cash Flow Statement infographic illustrates how you can help control your financial affairs through a cash flo...

When to Take Your CPP Infographic

When to Take Your CPP Infographic

Infographics

Highlights of 2025 considerations to help you decide when to take your Canada Pension Plan.

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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