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IMG_MTG_Compare

Mortgage Cash Back Calculator

Compare a mortgage with a lower interest rate or one with a higher rate and a cash back offer.

IMG_OASClaw

OAS Clawback Calculator

Discover how much your Canadian Old Age Security benefits may be reduced with this OAS Clawback Calculator.

Value of Advice infographic on a desk

Value of Advice Infographic

Explore how investors benefit from working with a financial professional.

Taxes and Investment Income infographic

Taxes and Investment Income Infographic

Discover the impact of taxation on various income producing investments.

2025 Marginal Tax Rates infographic

Marginal Tax Rates Guide

Discover 2025 tax rates taking all federal and provincial taxes, surtaxes and the basic personal tax credit into account.

Segregated Funds infographic

Segregated Funds Infographic

Individuals can combine investment capital appreciation along with life insurance benefits.

Credit Score Infographic

Credit Score Infographic

Discover the factors involved in determining your credit score, and why a good score is important.

IMG_TFSA-Limit

TFSA Contribution Limit

Calculate how much you can contribute, tax-free, to your TFSA

IMG_MortgageAffordability

Mortgage Affordability Calculator

The Mortgage Affordability Calculator helps to determine how much you can afford to borrow to buy a home.

IMG_BlendedMtg

Blended Mortgage Calculator

Calculate a new rate and terms of refinancing your mortgage without breaking your current mortgage.

Mortgage and Term insurance infographic

Mortgage or Term Insurance Infographic

It’s important to consider protecting your home investment with mortgage or term insurance.

Insurance Planning Infographics

Insurance Planning Infographics

Insurance Planning infographics illustrate the many insurance options to best to protect you and your family.

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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
Investment Holding Periods infographic

Investment Holding Periods Infographic

Infographics

Using historical data, discover the best, worst and average returns of investment portfolio types over time.

Wealth Transfer Infographic

Wealth Transfer Infographic

Infographics

The Wealth Transfer Infographic: A Practical Conversation Starter.

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.

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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