Resources to help improve your financial well-being
Use the helpful resources below to find information on the topics that matter to you.
Not sure where to start? Take the financial literacy self-assessment quiz to test your money management skills and knowledge.
Budgeting and money management
Information on budgeting, banking, money transfers, insurance and planning your finances at different life stages.
Information to help you maintain good financial health during challenging times.
Create your budget and receive personalized tips and suggestions to improve your financial situation.
Compare bank account interest rates, monthly fees, transaction fees and services.
Paying down your debt
Information on managing debt, credit reports, mortgages, credit cards, loans, lines of credit and more.
Calculate your mortgage payment schedule and how to save money by making prepayments.
Find out if you can qualify for a mortgage based on the property you want, your income and your expenses.
Compare credit card interest rates, annual fees, rewards and other features.
Find out how long it will take to pay off your credit card and explore options to pay it back faster.
Use this calculator to compare the costs to finance, lease or lease/buyout a vehicle over time.
Smart ways to save
Information on savings and investment types, options, setting goals and choosing a financial advisor.
Information on scholarships, paying for your education, RESPs, budgeting tips and paying off student debt.
Calculate how to pay down debt and reach your savings goals.
Information on identity theft, types of fraud, counterfeit money and other threats or scams.
As a financial consumer, you have rights and responsibilities when dealing with financial institutions and using financial products and services.
Find tips on how to recognize, reject and report the latest frauds and scams.
If you want to report a fraud, think you have been a target of a scam, or if you need more information, contact the Canadian Anti-Fraud Centre.
Income taxes and you
File income tax, get the income tax and benefit package, and check the status of your tax refund.
Take this online course to learn about personal income taxes in Canada.
Learn about income tax returns, consumption taxes, and the programs and credits for individuals, self-employed persons and members of a partnership.
Tips on how to manage your money so you can make the most of it.
Planning for retirement
A user-friendly, online tool to help Canadians with planning, applying for and receiving retirement income benefits like the Canada Pension Plan, Old Age Security and the Guaranteed Income Supplement.
Information on retirement planning, public and registered pensions, RRSPs, RRIFs, retirement income calculator and more.
A step-by-step calculator to help you estimate your retirement income, employer pensions and other sources of income.
Planning tools (Retraite Québec)
Financial retirement planning tools for individuals in Québec
Multimedia and interactive resources
Check out Financial Consumer Agency of Canada’s (FCAC) interactive resources to learn more about money.
An online, self-paced learning program with eleven modules that provides comprehensive financial information and tools for adults.
Seven short, informative videos covering topics such as budgeting, credit, debt, saving and investing, financial planning and protecting yourself from fraud. These videos compliment the Financial Basics educational program.
Visit FCAC’s YouTube page for short, engaging videos to learn more about money matters.
A one-stop source for information and events from Canadian organizations on budgeting, saving, investing and more.
Financial wellness at work
Does your workplace have a financial wellness program? If it doesn’t, here’s some information that’s based on best practices to assist your employer in getting started. If it does, there may be information here to help improve your organization’s current program.
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