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Money Facts infographic

Money Facts Infographic

From 2025 registered contribution limits to benefit amounts and tax rates, Money Facts infographics serve as a helpful reference all year.

Money Dates infographic

Money Dates Infographic

Money Dates during the year when returns are filed, and payments and benefits are due.

24_PlanningSuccess

Financial Planning Process

Your personal financial plan should involve the six steps outlined in the following infographic.

667_Fees

Investment Fees Infographic

It is important to understand the costs associated with investing and the value investors are getting in return.

T_Events

Navigating Life’s Events – W...

This infographic incorporates the elements of the financial planning process to encourage a holistic approach to planning for one’s future.

t_thinkaloud

Think Aloud Infographic Poster

This infographic poster illustrates the usability issues of McMaster’s Think Aloud Method.

FreshPlan Software for Customplan Adviso...

Discover special pricing for CustomPlan Advisors.

T_FincFuture

Planning Your Financial Future

Major life events can have an impact on your financial future.

Understanding Investment Returns

What performance numbers mean on your statement.

IMG_Account

Taxes & Investment Income Calculato...

Calculate how various types of investment income are taxed at different rates.

IMG_Senior_Hiking

Compare Two RRSPs Calculator

Compare the growth of two RRSPs.

Investment Fees Calculator

Investment Fees Calculator

Calculate how fees associated with investments, affects investment growth.

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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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