Charitable Giving Infographic
This Charitable Giving infographic illustrates some financial benefits and ways to support charitable organizations.
Lifelong Learning Plan Infographic
The Lifelong Learning Plan allows individuals to withdraw money from their RRSPs to finance full-time training or post-secondary education.
Fillable PDF Forms
Fillable PDF Forms will help you gather information from clients to assist in your financial planning.
Two Factor Authentication
Add an additional layer of security to your FreshPlan software by selecting two-factor authentication to your account.
Retirement Planning Tools
A summary of the many FreshPlan retirement planning calculators and tools to help, depending on your clients’ situation.
Education Planning Infographic
The earlier you start saving for your child’s education, the more money you will have to provide your child with more post-secondary options.
Inflation & Financial Planning
Discover the impact inflation can have on achieving your financial goals, and the importance of planning for uncertainty.
Include Supporting Tables (Retirement Pl...
VIDEO: Include powerful supporting tables in the Retirement Planner as part of the PDF.
FreshPlan Retirement Planner Supporting ...
In this video, learn how to customize your Retirement Planning Reports to include the supporting tables.
How to Clear Cache in Edge
Ensure your content is current by clearing your cache.
How to Clear Cache in Chrome
Ensure your content is current by clearing your cache.
Canadian Budget Infographic
This 2024 Canadian Budget infographic illustrates complex highlights of areas that will affect personal financial planning.