Ativa Interactive Corporation

Are your clients looking to purchase a new home? Or wanting to help their kids buy a new home? The new Mortgage Affordability calculator in FreshPlan will help to determine how much can be borrowed to buy a home based on income, debt, and living expenses.

Updated Infographics - Government of Canada support programs for Covid have been changed or extended to provide continued support for individual and businesses. These updated FreshPlan infographics illustrate the highlights of the complex programs that may affect your clients and their families. https://www.freshplan.ca/infograp/canada-recovery-benefits/

This FreshPlan infographic illustrates many of the complex highlights of the 2021 Canadian Federal Budget (& reflections since the last budget) to help your clients make sense of what programs may affect them most. https://www.freshplan.ca/infographics/canadian-budget-2021

This new FreshPlan infographic illustrates how dollar cost averaging works and offers an example of how this approach can result in a lower average price per share over time. Order your FreshPlan software today. https://www.freshplan.ca/infographics/dollar-cost-averaging/

We're anticipating the 2021 Federal Budget April 19th. Our team will be developing a timely infographic to help make sense of the complex highlights. Watch for it next week in your FreshPlan Software. https://www.freshplan.ca/

For your Business Owner Clients: Canadian employers who have seen a drop in revenue due to COVID-19 may be eligible for a subsidy to cover part of their employee wages. This FreshPlan infographic helps to demystify the complicated CEWS program that has been extended to June 2021. Order FreshPlan today. https://www.freshplan.ca/infographics/cews/

Use this FreshPlan infographic to illustrate how the Canada Emergency Business Account (CEBA) provides Canadian small businesses with interest-free loans of up to $60k to help with operating costs. Program extended to June 2021. https://www.freshplan.ca/infographics/ceba-infographic/

NEW! Compilation of Registered Plan Limits has been added to FreshPlan as a convenient reference to use and share. All limits are updated for 2021. https://www.freshplan.ca/infographi/registered-plan-limits/

Investment fees cover some important costs to help ensure that one’s investments are managed well. This FreshPlan infographic highlights what Management Expense Ratios (MERs) pay for and will help financial professionals to navigate the conversation about fees with clients. https://www.freshplan.ca/infographics/investment-fees

Determining the right insurance coverage is an important decision. FreshPlan infographics highlight the many insurance options to best suit your clients’ needs and helps to get the conversation started. https://www.freshplan.ca/infographi/insurance-infographics/

The Value of Professional Advice. Boost client retention and answer important questions that individuals have when searching for an Advisor. Order your professionally designed Advisor Profile. Each are fully personalized highlighting the services and value you provide to your clients. http://bit.ly/2OrfTCN

With real estate booming, you may have clients looking to build a new home. The FreshPlan Construction Mortgage infographic illustrates what's involved and how these mortgages work. Try the Mortgage/Loan calculators for different client scenarios. http://bit.ly/3kV33Zp

Highlighting three FreshPlan Retirement calculators that allow you combine growth and withdrawal periods. 1. Investment Withdrawal ~ Asset growth and systematic withdrawal 2. RRIF Payment ~ RRSP growth and RRIF withdrawal 3. LIF Payment ~ Money Purchase Plan growth and LIF withdrawal... https://www.freshplan.ca See more

Money Dates has been released for 2021. This infographic outlines important dates for tax filing, contribution & repayment dates, payments & benefit dates. A great reference for you and your clients. Look for it in your FreshPlan software. http://bit.ly/3sn7uQc

With another year coming to an end, our new infographic offers some Year-End Planning considerations. Our goal is to help the professionals we support - as well as their clients - finish out the year on a positive financial note. https://bit.ly/2V8cLf5

For clients who may be wondering about market volatility as we approach the U.S. Election Day, we’ve noted administration changes in the U.S. and Canada since 1968 on the FreshPlan Market Volatility infographic. https://bit.ly/35GCU9E

More Canadians are considering retirement due to employment changes, health and safety concerns, or are simply re-thinking their future. This FreshPlan infographic can help start those important conversations with your clients. https://bit.ly/3mrGZFw