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.
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.
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 illustrate the many insurance options to best to protect you and your family.
Charitable Giving Infographic
This Charitable Giving infographic illustrates some financial benefits and ways to support charitable organizations.
Lifelong Learning Plan Infographic
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.