Diversification Screenshots (Concept Toolkit)

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Concept Toolkit has calculators and infographics to help clients understand the importance of diversification and maintaining a long-term investing perspective.

Move your mouse over the screen shot below and click on the “<” and “>” arrows to view the gallery.

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The print-out for each calculator and infographic can be customized with your client’s name, your name and your firm’s name.

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Featured Infographics

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Budget 2019

Each year, this infographic captures a visual snapshot of what is important for personal financial planning in Canada’s Budget.

Tax Time

Each year in March we provide an updated Tax Tips infographic. With CRA data, we collect income tax tips to help individuals save money and think about tax planning with their advisor.