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Portfolio Holding Periods – Tutorial

Concept Toolkit

Show clients how long holding periods reduce risk on investments:

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Starting a Plan - Tutorial
Diversification Screenshots (Concept Toolkit)
FreshPlan Online
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Magic of Compounding

Discover how the magic compounding creates rapid investment growth.

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Spousal RRSP

Learn when withdrawals from a spousal RRSP are taxed in the contibutor’s or spouse’s hands.

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RESP Withdrawal

Discover the RESP withdrawal breakdown.

Featured Infographics

CEBA

CEBA

This infographic illustrates how the Canada Emergency Business Account (CEBA) provides small businesses with interest-free loans of up to $40,000 to help with operating costs.

CESB

FreshPlan infographic highlights the benefits of Canada’s Emergency Student Benefit, designed to provide Canadian students who are unable to find work due to COVID-19.

CEWS

FreshPlan infographic highlights the benefits of Canada’s Emergency Wage Subsidy, designed to support Canadian businesses re-hire workers laid off as a result of COVID-19

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