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Prosper Canada Nov 2022
Tools for Building Financial Well-Being in First Nation Communities

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This collection of financial empowerment tools and resources is intended to support both Indigenous and non-Indigenous organizations working to build financial wellness in First Nation communities.

It was created as part of the Financial Wellness in First Nations project (2021-2023) where community organizations in Winnipeg and Sudbury are partnering with Prosper Canada and AFOA Canada to adapt and develop approaches to building financial wellness in First Nation communities.

This toolkit (see below) has been compiled by Prosper Canada, with support from:

SEED Winnipeg,

Community Financial Counselling Services (CFCS),

Sudbury Community Service Centre,

AFOA Canada

This toolkit has been made possible by IG Wealth Management. 

Updates

April 10, 2024: Housing in First Nations Communities from the Auditor General of Canada, Taxes and benefits for Indigenous Peoples, CRA

Building Native Communities from First Nations Development Institute

Report on financial health and wealth from the Native Women's Association of Canada

 

 

 

Resources

*Resource is not specific to Indigenous communities

Money Management:

Dollars and Sense Program– AFOA Canada
Financial workshops for youth
Managing your money – Prosper Canada
Worksheets to set and work towards money goals
Financial literacy for Indigenous Peoples – RBC
A two-hour course on financial basics
Financial health & wealth – Native Women’s Association of Canada
Financial literacy information and worksheets
Money Matters for Indigenous Peoples – ABC Literacy
Money Matters workbooks
Money moccasins – Momentum
Workshops for Indigenous peoples on assets, budgets, banking, credit and consumerism.
Money stories– SEED Winnipeg
Customized money management training program for Indigenous youth
Empower U– Esquao Institute for the Advancement of Aboriginal Women
Financial literacy program
The Game Plan – Indigenous Story Studio
Comic book on financial literacy (paid resource)
Financial Education Online*– Credit Counselling Society
Short online courses
Dollars and Sense* – Texas A&M (USA)
Online simulation for Middle and High School Students
Simple budget template* – Prosper Canada
Student budget worksheet* – FCAC
Gift planning worksheet*- Sudbury Community Service Centre
Budget planner* – Government of Canada
Building Native communities – First Nations Development Institute

Debt/Credit:

Credit– AFOA Canada
A Money Smarts podcast on how to build and keep credit in good shape
Proper use of credit* – Sudbury Community Service Centre
Tips on how to build good strong credit
Collection Agencies and You*- Sudbury Community Service Centre
Tips on your rights if contacted by a collection agency
Credit report request form* – Sudbury Community Service Centre
Equifax and TransUnion request forms
Credit report sample*– FCAC
Dangers of credit* – Sudbury Community Service Centre
The dangers of the different forms of credit available
Payday loans and you* – Sudbury Community Service Centre
Understanding how pay day loans work
Debt consolidation calculator * – Ontario Securities Commission
Combine multiple debts into one and calculate how soon you could be debt free
The 4 cornerstones of debt reduction strategies & budgeting* – Credit Counselling Society

Retirement:

Low-income retirement planning* Open Policy
A background paper on maximizing GIS

*Resource is not specific to Indigenous communities

**Tax and benefits information changes on a regular basis, we encourage you to check the CRA website for up to date information.

Tax filing:

Roundtable on Income Tax Filing Supports in First Nation communities and Indigenous organizations (presentation) – Prosper Canada & AFOA Canada
Insights on planning free tax clinics in Indigenous communities – Prosper Canada
Podcast: Host a Free Tax Clinic – AFOA Canada
How to host a tax clinic (manual) – AFOA Canada
Tax packages*– CRA
Indigenous income tax issues– CRA
COVID-19 benefits, your return and repayments– CRA
Get free tax help– CRA
Understanding Indigenous Experience with Tax Filing (2022)– CRA 
Taxes and benefits for Indigenous Peoples– CRA

Benefits:

Benefits wayfinder*– Prosper Canada
Canada Learning Bond* – MySmartFUTURE, AFOA Canada
Canada Learning Bond*– Government of Canada
Podcast: Tax filing and accessing financial benefits – AFOA Canada
Webinar for Indigenous peoples: Get your benefits and credits – CRA
Canada Dental Benefit – CRA
One-time top-up to the Canada Housing Benefit– CRA
Working from home: Income tax exemption – CRA
Simplified northern residents travel deduction– CRA
Benefits and credits: Information for Indigenous peoples– CRA

Taxes and benefits:

Taxes and benefits for Indigenous peoples – CRA
Let us help you get your benefits! – CRA
Factsheet: Indigenous peoples – CRA (available in 16 languages)

*Resource is not specific to Indigenous communities

Money Smarts -AFOA Canada
podcast series

The shared path- First Nations Financial Wellness– Prosper Canada & AFOA Canada

Financial empowerment: Personal finance for Indigenous and non-Indigenous People – Bettina Schneider
Adaptation of openly licensed textbook Person Finance v 1.0 by Saylor Academy

Financial health & wealth: an initiative by the Native Women’s Association of Canada 

Report on financial health and wealth from the Native Women’s Association of Canada

Housing in First Nations Communities from the Auditor General of Canada

Access to ID:

Access to Identification for Low-Income Manitobans* – Canadian Centre for Policy Alternatives, MB
Research on what can be done to address challenges around ID
Eyeing the ID: Bio-metric Banking for Saint John* – NB Social Pediatrics and the Saint John Community Loan Fund
Identifies access to identification, as well as stringent identification requirements as the most prevalent barriers to receiving services

Author: Prosper Canada
Topic: Best practices
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: November 28, 2022
Related Tags
Financial tools to use with clients