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Woman using the Debt Repayment calculator

Debt Repayment Calculator

Calculator the power of strategic debt repayment, illustrating potential time and interest savings.

Disability Insurance infographic on a desk

Disability Insurance Infographic

Protection for your family if you become unable to work.

Life Insurance infographic on a desktop

Life Insurance Infographic

Determining the right life insurance coverage for your needs is an important decision.

Paying Down Debt Infographic on screen

Paying Down Debt

Discover how managing debt and minimizing credit balances can be approached in different ways.

IMG_MTR

Marginal Tax Rate Calculator

Calculate how your marginal tax rate differs from your average tax rate

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.

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.

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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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