Guide to Annuities infographic displayed on laptop

Annuities Infographic

Annuities are uniquely designed to provide a steady cash flow for people during their retirement years.


CPP and OAS Infographic

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


When to Take Your CPP Infographic

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

Value of Advice infographics

Value of Advice Infographic

Explore how investors benefit from working with a financial professional.

Tax and Investment Income infographic

Taxes and Investment Income Infographic

Discover the impact of taxation on various income producing investments.

Marginal Tax Rates Infographics

Marginal Tax Rates Guide

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

Segregated Fund Infographic

Segregated Funds Infographic

Individuals can combine investment capital appreciation along with life insurance benefits.

Credit Score Infographic

Credit Score Infographic

Discover the factors involved in determining your credit score, and why a good score is important.


TFSA Infographic

Explore contribution limits, eligibility, tax deductibility on investments and timing and tax on withdrawals.

Mortgage and Term Insurance Infographic

Mortgage or Term Insurance Infographic

It’s important to consider protecting your home investment with mortgage or term insurance.

Insurance Planning Infographics

Insurance Planning Infographics

Insurance Planning infographics illustrate the many insurance options to best to protect you and your family.

Charitable Giving Infographic

Charitable Giving Infographic

This Charitable Giving infographic illustrates some financial benefits and ways to support charitable organizations.