Money Dates Infographic

Money Dates infographic is a reference of important Money Dates of when returns are due to be filed, payments are due and benefits are paid.

Money Dates infographic on a desk

This infographic is a great reference throughout the entire year.

Money Dates infographic is updated annually and includes income tax filing and instalment dates, income tax expense dates, and registered plans contribution and repayment dates.

Also included are Canada Pension Plan and Old Age Security benefit dates in addition to Child Care Benefit payment dates. Added in 2024 is when the First Home Savings Account contribution dates.

This infographic is included in FreshPlan software and is also available as a single web-based or print-ready piece.

Companion Calculator

Several companions calculators help to illustrate various scenarios to help you plan for the year ahead. Companion calculators include:

RRSP Limit
TFSA vs RRSP Calculator
CPP & OAS Benefit Amount
• Compare Two RRSPs

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

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