Canadian Financial Literacy Database Canadian Financial Literacy Database

From Financial Consumer Agency of Canada

This database is your one-stop source for information on budgeting, saving, investing, fraud prevention and more.
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View all the organizations with a published submission in the database.

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This page contains third party information.

This database is your one-stop source for information on budgeting, saving, investing, fraud prevention and more.
Have a resource or event to include in the database? Login or register to submit.

View all the organizations with a published submission in the database.

This page contains third party information.

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132  record(s) found
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10 tips to protect your nest egg

As an older individual you are a target for scam artists. They prey on the perceived vulnerability of seniors and try separate you from the money, investments and assets that took you a lifetime to accumulate. You can help yourself avoid becoming a victim by following 10 self-defense tips...

Topics: Budgeting and money management, Financial planning, Fraud, General, Retirement and pensions, Saving and investing

Target audience: General public, Seniors


See complete resource details

Alberta Securities Commission


Contact:
Jillian Schaal
(403) 355-4152

2022 Budget Submission

A plan is needed to ensure that vulnerable people are not made to repay unmanageable CERB/CRB debts, to pay back the income people lost when their refundable tax benefits were clawed back because of CERB, and to guarantee that CRB and CWLB are not clawed back from refundable tax credit payments in...

Topics: Banking, Budgeting and money management, Covid-19, Credit and debt management, Financial planning, Fraud, General finance topics, Insurance, Mortgages and loans, Retirement and pensions, Rights and responsibilities, Saving and investing, Taxes

Target audience: Educators, Employees, Entrepreneurs, Indigenous peoples, Newcomers, Parents, Persons with disabilities, Persons with low income, Seniors, Students, The general public, The unemployed / underemployed, Women, Young adults, Youth / youth at risk


See complete resource details

Prosper Canada


Contact:
Wendy Abbott-Serroul
4169936409

ACPM Retirement Savings Course

ACPM invites you to participate in a free, online course where you can learn the basics of retirement planning and how to support your financial health and wellbeing at any age. Course highlights include: self-paced learning on basic retirement savings concepts in simple language; six modules...

Topics: Budgeting and money management, Financial planning, Fraud, General finance topics, Retirement and pensions, Saving and investing

Target audience: Educators, Employees, Entrepreneurs, Indigenous peoples, Newcomers, Parents, Persons with disabilities, Persons with low income, Seniors, Students, The general public, The unemployed / underemployed, Women, Young adults, Youth / youth at risk


See complete resource details

ACPM


Contact:
Ruth Morayniss, Director, Communications
(416) 964-1260 ext 225

Action Plan Checklist For Retirement

A step-by-step checklist designed to help you start the process of planning for retirement.

Topics: Budgeting and money management, Financial planning, General, Retirement and pensions, Saving and investing, Taxes

Target audience: Employees, Entrepreneurs, General public, Seniors, Women


See complete resource details

Retirement in View


Contact:
Ayana Forward, CFP®
(613) 416-9593

Affinity Fraud Prevention Checklist

Did you know that many people turn to their family, friends and co-workers as sources of information when it comes to investing?Scam artists know this and they take advantage of this intrinsic trust within a close group in order to orchestrate an investment fraud - this is called “affinity fraud”....

Topics: Budgeting and money management, Financial planning, Fraud, General, Retirement and pensions, Saving and investing

Target audience: General public


See complete resource details

Alberta Securities Commission


Contact:
Jillian Schaal
(403) 355-4152

Animated videos show how the Canada Pension Plan works

Our Canada Pension Plan animated videos simplify the complexity about the CPP by using analogies and creative visuals. We show how the CPP works - without the complex math!

Topics: Budgeting and money management, Financial planning, General finance topics, Retirement and pensions, Rights and responsibilities, Saving and investing, Taxes

Target audience: Educators, Employees, Parents, Persons with low income, Seniors, The general public, The unemployed / underemployed, Women, Young adults


See complete resource details

Finepoint Solutions Inc.


Contact:
Jason Yee
306-979-4042

Annuities

An annuity is a contract that allows you to receive a series of regular payments for a pre-determined period of time for a given purchase price.

Topics: Retirement and pensions

Target audience: General public


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AMF Quebec


Contact:
Autorité des marchés financiers
(877) 525-0337

Annuity

An annuity protects you from the risk of outliving your money and helps to cover basic expenses in retirement.

Topics: Financial planning, Retirement and pensions, Saving and investing

Target audience: General public, Seniors


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Sun Life Financial


Contact:
Sun Life Financial
1 (877) 786-5433

Annuity Calculator

Use our annuity calculator to find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF.

Topics: Financial planning, Retirement and pensions, Saving and investing

Target audience: Seniors


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Sun Life Financial


Contact:
Sun Life Financial
1 (877) 786-5433

Are you financially prepared for what's ahead?

This bulletin was developed to help seniors make informed decisions when working with a financial advisor. It provides seniors with helpful tips and lists free, easy-to-use resources and tools from IIROC that seniors can access online to learn more about their advisor.

Topics: Retirement and pensions, Saving and investing

Target audience: Seniors


See complete resource details

Investment Industry Regulatory Organization of Canada


Contact:
IIROC Complaints & Inquiries
1-877-442-4322

132 record(s) found
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