We are grateful to Family Services Greater Vancouver in British Columbia, Thunder Bay Counselling in Ontario, and SEED Winnipeg Inc. in Manitoba for their content consultation support and resource sharing.

Supporting client intake, triage, and referral in virtual financial help services
Virtual tools for participant engagement
Implementing a practice of self-care for practitioners – PDF
Implementing a practice of self-care for practitioners – fillable PDF

Participant tools:
Action plan – PDF
Action plan – fillable PDF
Contact list – PDF
Contact list – fillable PDF
Information to remember – PDF
Information to remember – fillable PDF
Action items – PDF
Action items – fillable PDF

Please note that some of the resources below were developed prior to the COVID-19 pandemic and serve as samples only. Current materials used by community agencies may have been revised to reflect updates to services and to meet public health guidelines.

Intake and assessment tools:
Intake Form – Family Services Greater Vancouver
First Financial Coaching Session Survey – Family Services Greater Vancouver
Financial Health Assessment – Thunder Bay Counselling
Financial Assessment Spreadsheet – Thunder Bay Counselling

Consent forms:
Consent to Service – Thunder Bay Counselling
Consent to Release and Obtain Information – Thunder Bay Counselling

Promotional materials:
Welcome and introduction to services brochure – Thunder Bay Counselling
Community Financial Helpline social media material (image 1, image 2, image 3) – SEED Winnipeg Inc.