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IMG_PlanLimits

RRSP Limit Calculator

Calculate your RRSP contribution and tax savings.

TFSA Spend or Invest infographic

TFSA: Spend or Invest Infographic

A one-year 2025 maximum TFSA contribution could be very meaningful at retirement.

Tax Loss Selling infographic

Tax Loss Selling Infographic

Learn more about the strategy, benefits, carry-forward and carry-back rules, and eligible investments.

IMG_TDS_GDS

TDS and GDS Calculator

Discover how Total Debt Service and Gross Debt Service ratios work.

IMG_Millionaire

Become a Millionaire Calculator

Calculate the number of years it will take to save up one million dollars.

Estate Planning for Blended Families infographic on a desk

Estate Planning for Blended Families

Discover why estate planning is especially important for the complex family dynamics.

Business Owners Estate Planning Infographic on a screen

Business Owners Estate Planning Infograp...

Share the importance of protecting the future of both business and personal assets.

Estate Planning Directory infographic on a desk

Estate Plan Directory Infographic

Benefits and considerations of creating a master directory to help others navigate your estate efficiently.

10 Reasons to Have an Estate Plan infographic on a desk

10 Reasons to Have an Estate Plan

Discover why it’s important to protect your assets and loved ones as part of your overall financial plan.

Estate Planning Components infographic on a laptop screen

Estate Planning Components Infographic

This Estate Planning Components infographic illustrates the many elements that constitute a comprehensive estate plan.

Retirement Readiness infographic on a desk

Retirement Readiness Infographic

Discover important financial planning considerations for any stage of planning for early retirement.

Early Retirement Packages infographic on a desk

Early Retirement Packages Infographic

There are many things to consider before making any decision about an early retirement package.

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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
Compare Home Ownership Plans infographic

Compare Home Ownership Plans

Infographics

Discover how new and existing programs can work together to help first-time buyers.

Staying 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...

26_TaxTips

Tax Tips Infographic

Infographics

Updated for 2026, search for tax credits and deductions with the Tax Time Infographic.

26_ValueAdvice

Value of Advice Infographic

Infographics

Explore how investors benefit from working with a financial professional.

26B_RRSP_TFSA

RRSP and TFSA Infographic

Infographics

This 2026 TFSA and RRSP infographic illustrates that often saving for the future involves using both RRSPs and...

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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