• Home
  • About
  • Web Calculators
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Mortgage and Debt
    • Insurance
    • Tax
    • Estate Planning
    • Education Planning
    • Historical Perspective
  • FreshPlan
    • FreshPlan Order Form
    • FreshPlan Free Trial
    • Support
    • Testimonials
  • Infographics
  • Contact
Year end planning infographic

Year End Planning Infographic

Since many year end planning opportunities have firm deadlines, acting now can help your clients ensure they have time to prepare.

IMG_RentBuy

Rent vs Buy Calculator

Calculate the financial difference between renting or buying a home.

IMG_Rule72

Rule of 72 Calculator

The Rule of 72 calculator is a quick way to estimate how long it will take your investment to double in value.

23_BestWorstAvg

Investment Holding Periods Infographic

Using historical data, discover the best, worst and average returns of investment portfolio types over time.

IMG_IncomeSplit

Income Splitting Calculator

Calculate how income splitting can reduce your overall tax bill

IMG_InsIncome

Insure Your Earnings Calculator

Compare the value of your future earning power to the value of your other assets.

IMG_CommutePension

Commuted Value Calculator

Compare taking the commuted value of your defined benefit pension to taking a lifetime pension.

Student using the Education Planning calculator

Education Planning Calculator

Calculate how much you’ll need to save for post-secondary education.

Guide to Annuities infographic

Annuities Infographic

Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.

IMG_LOC

Line of Credit Calculator

Calculate your line of credit or loan payments.

IMG_FormulaWealthCouple

Formula for Wealth Calculator

Calculate how achieving financial goals involves tradeoffs between target goal, time, and rate of return.

IMG_MTG_Compare

Mortgage Cash Back Calculator

Compare a mortgage with a lower interest rate or one with a higher rate and a cash back offer.

  • 1
  • 2
  • 3
  • 4
  • 5
Contact us for Pricing
Web Calculators
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.

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.

Contact Ativa

1063 King Street West, Suite 265 Hamilton ON Canada L8S 4S3

Insight

Support
Terms of Use
Privacy
Copyright © 2025 Ativa Interactive Corporation. All rights reserved