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LIF Payment calculator

LIF Payment

Estimate your payments and determine if you will have enough money to sustain your retirement.

Retirement Planning calculator

Capital Required Calculator

Calculate how much capital is needed to generate an annual income.

IMG_Senior_Geo

CPP OAS Benefits Calculator

This CPP & OAS table illustrates your current and projected CPP and OAS benefits.

Loan and Mortgage Payment Calculator

Loan Payment Calculator

Calculate what your loan or mortgage payments will be, and discover how extra payments reduce interest and time to pay off.

IMG_StayInvested

Stay Invested Calculator

Calculate how missing the best performing months in the stock market can affect investment growth.

Estate Planning

Estate Planning Checklist

This estate planning checklist will help you assess the status of your estate plan.

Woman with Critical Illness

Critical Illness Insurance Calculator

This Critical Illness Insurance calculator helps to determine how much coverage you may need in case of an unexpected illness.

Disability Insurance

Disability Insurance Needs Calculator

Calculator how much disability insurance coverage you may need, should you become unable to work.

Life Insurance Calculator

Life Insurance Needs Calculator

Calculate how much insurance coverage you will need to protect your family financially.

Pay Down Debt or Invest calculator

Pay Down Debt or Invest

If you have some extra money, calculate if you should pay down your debt, or invest it.

Pay Your Self First

Pay Yourself First

Paying yourself first is one of the best ways to build your retirement fund.

Retirement Planning calculator

Retirement Projection Calculator

Use the retirement calculator to discover if you will have enough capital to sustain you through to retirement.

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Web Calculators
IMG_RESP

RESP Tax Benefits Calculator

Education Planning

Calculate the tax benefits of investing in a RESP.

IMG_EarlyRetire

When to Take Your Pension

Retirement Planning

Calculate the financial implications of taking your pension at different ages.

RDSP Calculator

RDSP Calculator

Financial Planning

This RDSP calculator estimates the growth of your RDSP by considering several key factors.

CPP Benefits Early or Late calculator

When to Take CPP Benefits

Retirement Planning

This CPP Benefits calculator compares the value of CPP benefits if you take them earlier or later to help maxi...

IMG_PlanLimits

RRSP Limit Calculator

Retirement Planning

Calculate your RRSP contribution and tax savings.

Infographics
Wealth Transfer Infographic

Wealth Transfer Infographic

Infographics

RESP Infographic

RESP Infographic

Infographics

This RESP Infographic highlights this tax-sheltered plan that helps you save for a child's post-secondary educ...

Understanding your Net Worth infographic

Net Worth Statement Infographic

Infographics

This Net Worth Statement infographic highlights the components and outlines the benefits of having one.

Market Volatility Infographic

Market Volatility Infographic

Infographics

This 2025 Market Volatility infographic highlights the historical long-term trend of firmly upward.

2025 Stay the Course infographic

Stay the Course Infographic

Infographics

Highlight the benefits of focussing on the long term, diversifying to reduce risk, and the importance of revie...

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s ...
Mariska Reinerink
Financial Planner
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial ...
Geoff Cook
Manager, Wealth Advisory
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamle...
Marie Phillips
Wealth Advisor
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are n...
Scott Smith
Certified Financial Planner
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules...
Bill Southall
Senior Financial Planning Advisor
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicate...
Saqib Khan
Wealth Specialist
Easy to use, customized output great quick planning tool to show concepts.
M. Armstrong
Financial Advisor
Easy to navigate, quick input and even faster results, clean layout.
J. Ong
Financial Advisor
FreshPlan is the best one stop shop for Advisors!
S. Tanner
Financial Planner
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them w...
B. Davies
Financial Advisor

About us

Since 1996, Ativa Interactive has been developing software, website content, financial calculators and infographics for the financial services industry. Our mission is to consistently deliver effective, practical, easy-to-use, visual tools.

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1063 King Street West, Suite 265 Hamilton ON Canada L8S 4S3

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