Investment Holding Periods infographic

Investment Holding Periods Infographic

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

Wealth Transfer Infographic

Wealth Transfer Infographic

The Wealth Transfer Infographic: A Practical Conversation Starter.

RESP Infographic

RESP Infographic

This RESP Infographic highlights this tax-sheltered plan that helps you save for a child’s post-secondary education faster.

Understanding your Net Worth infographic

Net Worth Statement Infographic

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

Market Volatility Infographic

Market Volatility Infographic

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

2025 Stay the Course infographic

Stay the Course Infographic

Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.

Cash Flow Infographic

Cash Flow Statement Infographic

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

When to Take Your CPP Infographic

When to Take Your CPP Infographic

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

CPP and OAS Infographic

CPP and OAS Infographic

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

Tax Tips infographic

Tax Tips Infographic

Updated for 2025, search for tax credits and deductions with the Tax Time Infographic.

RRSP Infographic

RRSP Infographic

A helpful 2025 resource and an effective piece to share with clients to explore saving and future goals.

RRSP and TFSA Infographic

RRSP and TFSA Infographic

This 2025 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and TFSAs.