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
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Alberta Securities Commission Contact: Jillian Schaal (403) 355-4152
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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
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Prosper Canada Contact: Wendy Abbott-Serroul 4169936409
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A Canadian’s Guide to Money-Smart Living
E.I.F.L.E. (Excellence in Financial Literacy Education) Award Winner!
A Canadian’s Guide to Money-Smart Living will help you understand how to live money-smart and provide you with step-by-step instructions on how to take control of your financial future. Topics: Budgeting and money management, Credit and debt management, Financial planning, General, Saving and investing Target audience: Educators, General public, Newcomers, Parents, Persons with low income, Students, Unemployed / underemployed, Women, Young adults See complete resource details
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Kelley Keehn Contact: Kelley Keehn's Office 1-780-732-0144
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A mortgage loan capacity calculator
Only available in French.
This calculator allows you to estimate how much money you can have for a mortgage depending on your revenues. Topics: Budgeting and money management, Credit and debt management, Financial planning, General finance topics, Mortgages and loans, 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
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Hellosafe.ca Contact: Alexandre Desoutter (514) 565-9742
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A tool to find the best mortgage rates
This tools puts together all the mortgages rates currently available on the Canadian market, displaying all the major banks rates. Topics: Banking, Budgeting and money management, Credit and debt management, Financial planning, General finance topics, Mortgages and loans, Saving and investing Target audience: The general public See complete resource details
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Hellosafe.ca Contact: Alexandre Desoutter (514) 565-9742
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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
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ACPM Contact: Ruth Morayniss, Director, Communications (416) 964-1260 ext 225
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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
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Retirement in View Contact: Ayana Forward, CFP® (613) 416-9593
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Advisor Check
Do a background check on an investment advisor with these four steps:
1. Check Registration
2. Check Disciplinary History
3. Search the Internet for the Advisor's Name
4. Interview the Investment Advisor Topics: Fraud, Saving and investing Target audience: General public See complete resource details
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BC Securities Commission Contact: BCSC Communications (604) 899-6854
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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
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Alberta Securities Commission Contact: Jillian Schaal (403) 355-4152
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AMF's Youth Zone Tes affaires!
The Autorité des marchés financiers Youth Website to encourage young people (15 to 25) to take care of their personal finances now. Topics: Banking, Budgeting and money management, Credit and debt management, Fraud, General, Insurance, Saving and investing Target audience: Students, Young adults, Youth / youth at risk See complete resource details
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AMF Quebec Contact: Autorité des marchés financiers (877) 525-0337
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