Services and information
About the financial toolkit and how it can help you to improve your financial habits.
Managing your incoming and outgoing finances, tracking your expenses, making a budget and setting goals.
Basic banking, bank account packages and alternative financial arrangements.
Tips and tools to help you save money.
Types of credit, managing debt, credit reports and credit scores.
The costs of buying a home, types of mortgages and tips for negotiating your terms.
Types of insurance, how they work and how to get the coverage you need.
The basics of investing, types of investments, investment advisors and setting investment goals.
Tax basics, taxable income, deductions, credits and filing your taxes.
Tax basics, taxable income, deductions, credits and filing taxes for Quebec residents.
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Public and private pensions, personal savings and estimating your retirement income.
Creating a financial plan, estate planning and how financial professionals can help you.
Recognizing and protecting yourself from fraud, including what to do if you are a victim.
Downloadable guides and presentations on a variety of financial topics.
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