Investment Holding Periods Infographic
Using historical data, discover the best, worst and average returns of investment portfolio types over time.
Wealth Transfer Infographic
The Wealth Transfer Infographic: A Practical Conversation Starter.
RESP Infographic
This RESP Infographic highlights this tax-sheltered plan that helps you save for a child’s post-secondary education faster.
Net Worth Statement Infographic
This Net Worth Statement infographic highlights the components and outlines the benefits of having one.
Market Volatility Infographic
This 2025 Market Volatility infographic highlights the historical long-term trend of firmly upward.
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 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
Highlights of 2025 considerations to help you decide when to take your Canada Pension Plan.
CPP and OAS Infographic
Explore eligibility, current maximums, taxation and more considerations about applying for benefits.
Tax Tips Infographic
Updated for 2025, search for tax credits and deductions with the Tax Time 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
This 2025 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and TFSAs.