Stay the Course infographic

Stay the Course Infographic

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

Market Volatility Infographic

Market Volatility Infographic

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

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RESP Infographic

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

FreshPlan_Support

FreshPlan Overview

Learn more about FreshPlan financial planning software.

IMG_PlanLimits

RRSP Limit Calculator

Calculate your RRSP contribution and tax savings.

Construction Mortgage infographic

Construction Mortgage Infographic

For those who wish to build a new home, learn the process, timing and tips with this construction mortgage infographic.

Retirement Planning Trade Offs infographic

Retirement Planning Trade-Offs

This Retirement Trade-Offs infographic illustrates the amount of retirement capital you need will depend on a number of variables.

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Risk of Not Taking a Risk

Discover how real growth in some investments may not be enough to meet your financial needs.

Probate Fees

Probate Fees Calculator

Calculate the probate fees due based on the value of an estate.

rate of return odds calculator

Rate of Return Odds

Discover how different investment portfolios and holding periods affect the odds of reaching a target rate of return.

GIC Laddering

GIC Laddering Calculator

GIC laddering is an investment strategy of investing in GICs with the highest rate available, but staggering the maturity dates.

RRIF Planning Infographic

RRIF Planning Infographic

Quickly access rules and the minimum RRIF amounts from age 60 to age 95+ with this RRIF Planning infographic.