Registered Plan Limits
This Registered Plan Limits Infographic is a convenient guide for the 2024 contribution limits of various registered plans.
Year End Planning Infographic
Since many year end planning opportunities have firm deadlines, acting now can help your clients ensure they have time to prepare.
Investment Holding Periods Infographic
Using historical data, discover the best, worst and average returns of investment portfolio types over time.
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 2025 considerations to help you decide when to take your Canada Pension Plan.
Value of Advice Infographic
Explore how investors benefit from working with a financial professional.
Taxes and Investment Income Infographic
Discover the impact of taxation on various income producing investments.
Marginal Tax Rates Guide
Discover 2025 tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.
Segregated Funds Infographic
Individuals can combine investment capital appreciation along with life insurance benefits.
Credit Score Infographic
Discover the factors involved in determining your credit score, and why a good score is important.
TFSA Infographic
Explore 2025 contribution limits, eligibility, tax deductibility on investments and timing and tax on withdrawals.