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Retail banks wake up to digital lending

The teams focused their efforts on a few of the highest-value S&OP levers in order to review the current planning process

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Web Calculators
IMG_TFSA-Limit

TFSA Contribution Limit

Investing, Retirement Planning

Calculate how much you can contribute, tax-free, to your TFSA

IMG_MortgageAffordability

Mortgage Affordability Calculator

Mortgage and Debt

The Mortgage Affordability Calculator helps to determine how much you can afford to borrow to buy a home, base...

IMG_BlendedMtg

Blended Mortgage Calculator

Mortgage and Debt

The blended mortgage calculator determines a new rate and terms of refinancing your mortgage without breaking ...

IMG_MagicCompound

Magic of Compounding Calculator

Investing

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

Spousal RRSP Calculator

Spousal RRSP Calculator

Retirement Planning

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

Infographics
667_CPP_OAS2

CPP and OAS Infographic

Infographics

Explore eligibility, current maximums, taxation and more considerations about applying for benefits.

667_CPPEarlyLate

When to Take Your CPP Infographic

Infographics

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

Value of Advice infographics

Value of Advice Infographic

Infographics

Explore how investors benefit from working with a financial professional.

Tax and Investment Income infographic

Taxes and Investment Income Infographic

Infographics

Discover the impact of taxation on various income producing investments.

Marginal Tax Rates Infographics

Marginal Tax Rates Guide

Infographics

Discover tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into ac...

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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