Clearly communicate the range of services you provide in a professionally designed, one-page Advisor Profile.
Branded Infographics for Purchase
Six Step Financial Planning Process
Your personal financial plan should involve the six steps outlined in the following infographic.
Investor Profile
What kind of investors are your clients? This easy to use, visual Investor Profile quiz lets clients quickly enter their information to learn more about their investing preferences and risk tolerance.
Budget 2016
Discover the highlights of the 2016 Canadian Budget in this infographic. This infographic is updated annually to reflect each year’s Budget highlights.
Impôt
Each year in March we provide an updated Tax Tips infographic. With CRA data, we collect income tax tips to help individuals save money and think about tax planning with their advisor.
TFSA: Spend or Invest
In January each year, many Canadians are thinking about investing, often in their RRSPs. We created this infographic to help start a conversation about investing in tax free savings accounts.
MER Interactive Infographic
The interactive infographic lets you calculate and compare the impact of two different MERs on the growth of your investment.
How Much Insurance is Enough
Proper planning will help to ensure that your survivors have enough money to pay off debts, pay the daily bills and ensure there are enough funds to live on.
Management Expense Ratio Infographic
The MER is the total cost of running the investment and can have a real impact on your overall rate of return and is often misunderstood by the average investor.