Ativa Interactive Corporation

04/29/2026

When Clients Receive a Lump Sum — Start Here. The Sudden Money: What To Do First infographic from FreshPlan helps break down those critical first steps into a clear, visual roadmap—so conversations stay focused, thoughtful, and strategic.

Sudden Money: What To Do First — A Financial Planning Infographic for Advisors Receiving sudden money — whether from an inheritance, severance package, insurance payout, or property sale — can create new opportunities, but it can also lead to rushed decisions. Financial advisors are often aske...

12/19/2025

Advisors wear many hats—planner, coach, communicator.

FreshPlan helps you simplify one part of that job: turning insights into advice your clients understand. Thank you to the many advisors using FreshPlan to make advice more accessible and actionable this year. Here’s to more meaningful conversations in 2026. https://freshplan.ca/

12/11/2025

December is full of distractions—but it’s also one of the best times for quick, meaningful touch points with clients. Use FreshPlan’s Year-End Planning tools to spark last-minute conversations about contributions, gifting, or goal reviews.

Short, visual, and impactful—because year-end planning shouldn’t feel like a year-end scramble.

Year End Planning Infographic Help your clients finish the year strong — and start the next one with confidence. The Year-End Planning infographic brings together timely reminders and smart financial planning ideas to make the most of the calendar year. From charitable giving and

11/05/2025

🇨🇦 Budget 2025 at a Glance
Our Canadian Budget Infographic breaks down the key highlights from the 2025 Federal Budget—everything from GST relief for first-time home buyers to new business incentives.

Advisors can use this client-friendly visual to easily share key insights with clients and help them understand how these changes may impact their finances.

Explore the infographic now and start meaningful conversations with clients about planning opportunities! https://freshplan.ca/infographics/canadian-budget/

11/03/2025

Clients are starting to ask the big question: “Should I contribute to my RRSP now—or wait?”

FreshPlan’s RRSP calculator and infographic help you answer instantly, with visuals that make the benefits clear. Because when advice is visual, clients act with confidence. https://freshplan.ca/infographics/rrsp-quick-facts/

✅ Snackable. Stackable. Adaptable.

RRSP Quick Facts Infographic Saving for the future starts with knowing how your RRSP works. The RRSP Quick Facts infographic gives you — and your clients — a clear, up-to-date view of how Registered Retirement Savings Plans can help build long-term financial security. It’s a client-friendly, s...

10/31/2025

Coming next week: FreshPlan’s Federal Budget Highlights Infographic. We’ll have a ready-to-share infographic available the very next day—making it easy to keep your clients informed and engaged with what matters most. FreshPlan.ca

10/29/2025

Empower clients to explore key questions on their own.

FreshPlan lets you share calculators securely so clients can test scenarios and come to meetings better prepared. More strategic conversations, less prep stress. https://freshplan.ca

10/28/2025

FreshPlan isn’t just about running numbers. It’s about transforming how financial advice is delivered—faster, more efficiently, and with greater clarity.

Every feature fits into your workflow, enhances client understanding, and helps you deliver personalized advice with ease.

Snackable when time is short. Stackable when complexity calls for it. FreshPlan.ca

10/27/2025

Advisors don’t need more hours in the day—they need better tools. FreshPlan helps you deliver personalized, digestible advice—quickly and easily.
✅ Save prep time
✅ Simplify client conversations
✅ Share more advice with more people

Snackable. Stackable. Adaptable. That’s FreshPlan.

04/14/2025

Starting a regular investment habit can feel like a big step for clients—but it doesn’t have to be complicated. FreshPlan makes it easier to share smart, practical guidance with more people in less time. Infographics like Dollar Cost Averaging help explain how consistent investing—same amount, regular schedule—can take the guesswork out of market timing and help smooth out the ride. Simple tools. Real impact.

Dollar Cost Averaging Infographic This Dollar Cost Averaging infographic explains how the DCA investment strategy works in a simple, visual way. By consistently investing a fixed amount at regular intervals, you can lower the average cost per share over time. For example, if you invest $100 each mon...