Use one calculator or infographic to start. No learning curve. Just impact.
Built for Canadian financial professionals. FreshPlan simplifies planning, streamlines communication, and helps you work smarter.
FreshPlan isn’t just about numbers—it’s about better advice delivery. Built for busy advisors, every tool is designed to save time, support conversations, and simplify client understanding.
Built for Canadian Financial Professionals
Discover the full spectrum of calculators covering the most critical areas of personal finance.
Shareable infographics simplify concepts and enhance client understanding.
Use only what’s relevant to each client. Create single-need analyses or full financial reports in under 30 minutes.
Combine multiple calculators with clear, engaging infographics to create visual, personalized reports.
Clients can test scenarios, see the impact of decisions, and come to meetings more prepared.
Templates let you launch into meaningful conversations with just a few clicks.
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