Trans PULSE Canada COVID Data Dashboard

In September – October 2020, the Trans PULSE Canada study team conducted the COVID Cohort to assess the social, economic, and health impacts of the COVID-19 pandemic on trans and non-binary people in Canada. 

This dashboard serves as an interactive tool for community members and researchers to explore key findings from the Trans PULSE Canada COVID survey, and to break down the results by one or more socio-demographic characteristics. The proportions in the dashboard are weighted to represent the 2019 Trans PULSE Canada sample.



Nurturing Supporting Relationships: The Foundation to a Secure Future

This handbook provides a guide for actions to take when nurturing supporting relationships for people living with a disability.



Disability Tax Credit Tool

The Canadian Disability Tax Credit (DTC) can help reduce the taxes you or someone who supports you owe. It also offers a lot of other great benefits.

To apply for the DTC, your healthcare provider will need to fill out the Disability Tax Credit Certificate (form T2201). This tool is designed to give them the information they need to fill out that form



OpportuNext (career transition online tool)

OpportuNext from The Conference Board of Canada is a free-to-use career tool created in partnership with the Future Skills Centre. The tool can be used by anyone looking to plan a career path with a similar skillset or for anyone providing employment services.



Communicating on Race and Racial Economic Equity

This document is a compilation of best practices and recommendations from a wide range of resources that Prosperity Now’s Racial Wealth Divide Initiative (RWDI) and Communications teams thought would be helpful for naming, framing, defining and understanding the issue of racial economic equity. Design guidelines on visually depicting diverse communities and definitions of important terms and concepts for understanding the nuance and complexity of racial economic equity, the racial wealth divide and racial wealth equity are provided.



Financial Relief Navigator

The Financial Relief Navigator is an online tool that can help you find support to raise your income or lower your expenses in these challenging times.

The tool will suggest income benefits or other support programs you may be eligible for in your province/territory in Canada. 

Racial Equity Impact Assessment Toolkit

A Racial Equity Impact Assessment (REIA) is a systematic examination of how different racial and ethnic groups will likely be affected by a proposed action or decision. REIAs are used to minimize unanticipated adverse consequences in a variety of contexts, including the analysis of proposed policies, institutional practices, programs, plans and budgetary decisions. The REIA can be a vital tool for preventing institutional racism and for identifying new options to remedy long-standing inequities.



Creating Financial Security: Financial Planning in Support of a Relative with a Disability

This handbook covers the following topics:

  • An understanding of why financial planning is important and how to align your financial objectives with your life goals and values.
  • An overview of common financial planning components and tools available to individuals with a disability (including the ODSP, RDSP, DTC, and more).
  • Common financial planning strategies for young, middle-aged and older families.
  • Tips for finding a good financial advisor.
  • Common pitfalls people make when it comes to planning for a loved one with a disability, and how to avoid them.



Money Mentors – Savings & Debt Resources

Collection of money management resources, including how create effective budgets, realistic spending plans, deal with your debts, save more money, build a stronger credit rating, and prepare for retirement.



The MIX Challenge Toolkit: Tools & Techniques for Challenge-Based Innovation Partnerships & Procurement

The Municipal Innovation Exchange (MIX) project team created this Toolkit to assist municipalities - individual line managers or project owners, or municipal strategic teams (like a Smart Cities Office) - that are contemplating or undertaking a procurement by means of innovation partnership.

The Toolkit can help municipal staff decide which projects are a good fit for this approach to procurement. It can help them initiate and manage an innovation partnership. It can also help them assess the whole experience afterwards and determine if and how to apply innovation partnership again.

Consumer Price Index Personal Inflation Calculator

This interactive tool created by Statistics Canada allows you to explore your personal rate of inflation, based on the goods and services you consume.

The Consumer Price Index (CPI) is the official measure of inflation in Canada. It is representative of the change in prices experienced by the average Canadian household. However, your personal experience of inflation may not perfectly match the Canadian average due to differences in your spending habits. The Personal Inflation Calculator accounts for those differences and provides a measure of inflation unique to you.



Northwest Territories Income Assistance Handbook

The Income Assistance Program provides Financial Assistance to Northerners to help meet basic and enhanced needs. The program encourages and supports greater self-reliance to improve the quality of lives.

This plain language handbook is for people who may want to play for Income Assistance. It provides information on:

  • The program
  • Who is eligible
  • How to apply or appeal

The handbook also contains helpful contact information on the following resources in the Northwest Territories including:

  • other income security programs
  • health and medical resources
  • renters rights
  • federal disability, seniors, and family supports

 



Guide de recours : Lors d’un conflit avec un fournisseur de communication

A guide for consumers to help with problems related to communications services. Information is provided to allow consumers to better assert their rights and facilitate the resolution of a dispute with communication service providers. (Please note this is a French-language resource.)



Creating Communities Where We Live – A Good Practices Guide

Creating Communities Where We Live - A Good Practices Guide is a locally-driven community-based researched project conducted in Edmonton, Alberta, by e4c and the University of Alberta Community Service-Learning program. The project seeks to add to the knowledge and practice of community care around supporting people to achieve a safe, secure, and affordable housing experience.

The 10 good practices in this guide describe structures, roles, and relationships which promote community and wellbeing for tenants who live in affordable housing. The practices are informed, in part, by research into tenant and staff experiences at affordable housing complexes run by four Edmonton housing providers.



G20/OECD INFE Core Competencies Framework on financial literacy for Adults (aged 18+)

This document describes the types of knowledge that adults aged 18 or over could benefit from, what they should be capable of doing and the behaviours that may help them to achieve financial well-being, as well as the attitudes and confidence that will support this process. It can be used to inform the development of a national strategy on financial education, improve programme design, identify gaps in provision, and create assessment, measurement and evaluation tools.



COVID-19 Financial Resource Centre

Credit Canada has pulled together financial information from trusted sources and released original content to help Canadians manage their finances during COVID-19.



The Common Approach

The Common Foundations are a minimum standard for how to do impact measurement without prescribing a particular tool or approach. This can help to overcome a widespread challenge of grantmakers, donors, lenders and investors imposing impact measurement approaches on the social purpose organizations that they give money to. They do this for assurances that the impact measurement is of a sufficient quality and comparability. The Common Foundations solves part of this problem. Funders can require social purpose organizations to demonstrate that the are doing all five essential practices while leaving the social purpose organization to choose which tools and approaches to use.

In addition to the quick guide, videos, key documents, and a self-assessment are provided as tools to meet the standard of impact measurement in Canada.

 



Questions and answers to legal topics in Ontario

The Community of Legal Education Ontario (CLEO) website contains answers to common questions pertaining to a number of legal topics, including: COVID-19, debt and consumer rights, and employment and work.



Dimensions of Poverty Hub

The Dimensions of Poverty Hub, sponsored by Employment and Social Development Canada (ESDC), enables Canadians to track progress on poverty reduction. The updates as of September 2020 include poverty statistics based upon the new 2018-base Market Basket Measure (MBM).



Gender, Diversity and Inclusion Statistics Hub

Launched by the Centre for Gender, Diversity and Inclusion Statistics (CGDIS), the Gender, Diversity and Inclusion Hub focuses on disaggregated data by gender and other identities to support evidence-based policy development and decision making. 



Youth Reconnect Program Guide: An Early Intervention Approach to Preventing Youth Homelessness

Since 2017, the Canadian Observatory on Homelessness and A Way Home Canada have been implementing and evaluating three program models that are situated across the continuum of prevention, in 10 communities and 12 sites in Ontario and Alberta. Among these is an early intervention called Youth Reconnect.

This document describes the key elements of the YR program model, including program elements and objectives, case examples of YR in practice, and necessary conditions for implementation. It is intended for communities who are interested in pursuing similar early intervention strategies. The key to success, regardless of the approaches taken, lies in building and nurturing community partnerships with service providers, educators, policy professionals, and young people.



From the Margins to Center: Responding to COVID-19 with an Equity and Gender Lens

On June 30th, AFN presented an Expert Insights briefing on what it takes to center women of color in the relief, recovery, and rebuild plans for the current health and economic crisis and beyond.

The speaker is Dominique Derbigny, deputy director of Closing the Women’s Wealth Gap (CWWG) and author of the report, On the Margins: Economic Security for Women of Color through the Coronavirus Crisis and Beyond.

Learn why women of color are suffering severely from the COVID-19 public health and economic crisis, opportunities to advance gender economic equity in near-term recovery efforts, and possible strategies to prevent wealth extraction and foster long-term economic security for women of color.



Expert Insights: Preventing Evictions in Communities of Color During COVID-19

COVID-19 is radically reshaping many aspects of people’s financial health in America, including their housing security. The economic fallout is disproportionately impacting communities of color due to systemic inequities related to race, housing, employment, and more. As the protections put in place at the start of the pandemic fade away, the United States are facing an eviction tsunami that will disparately displace Black and Latinx families.

On August 25, AFN’s summer Expert Insights briefed attendees on rental risks and evictions related to COVID-19. Speakers were Solomon Greene with The Urban Institute and Dr. Christie Cade of NeighborWorks America.



Identity theft

Identity thieves try to use your personal information to take money from your bank account, shop with your credit card, or even commit crimes in your name. This publication explains how to spot the warning signs of identity theft, how to protect yourself, and what you can do if it happens to you.



Your rights at work

This publication explains a worker’s legal rights under the Employment Standards Act regarding hours of work and pay, overtime, breaks, holidays and vacations, and leave from your job. It also has information about how to make a claim against an employer.



Workers’ Compensation: Making a claim

This resource explains what a worker should do if they have a job-related injury or disease, how they can apply for benefits from the Workplace Safety and Insurance Board, and what happens when the Board gets a report of their injury. It also has sections about what their employer must do, and where injured workers can get legal help.



Legal Resources Catalogue: Free legal information

This resource provides a list of free legal information resources produced by Community Legal Education Ontario (CLEO).



Beware of scams related to the coronavirus

Scammers are taking advantage of the coronavirus (COVID-19) pandemic to con people into giving up their money. Though the reason behind their fraud is new, their tactics are familiar. It can be even harder to prevent scams right now because people 62 and older aren’t interacting with as many friends, neighbors, and senior service providers due to efforts to slow the spread of disease.

This blog post presents consumer protection toolkit resources produced by Consumer Financial Protection Bureau in addition to tips for consumers regarding COVID-19 related scams.



Labour Force Survey in brief: Interactive app

Part of the Canadian Labour Market Observatory, this interactive data visualization application showcases publicly available labour market information. The fully interactive applications allow Canadians to quickly and easily personalize the information in a way that is relevant to them and their interests.



Prosperity Now Scorecard

The Prosperity Now Scorecard is a comprehensive resource featuring data on family financial health and policy recommendations to help put all U.S. households on a path to prosperity. The Scorecard equips advocates, policymakers and practitioners with national, state, and local data to jump-start a conversation about solutions and policies that put households on stronger financial footing across five issue areas: Financial Assets & Income, Businesses & Jobs, Homeownership & Housing, Health Care and Education.



Low Income Retirement Planning

This booklet contains information on retirement planning on a low income. Topics include four things to think about for low income retirement planning, a background paper on maximizing the Guaranteed Income Supplement (GIS), and determining Old Age Security (OAS) and GIS eligibility for people who come to Canada as adults.



Elder Fraud Prevention and Response Networks Development Guide

This guide provides step-by-step materials to help communities form networks to increase their capacity to prevent and respond to elder financial exploitation.

The planning tools, templates and exercises offered in this guide help stakeholders plan a stakeholder retreat and training event, host a retreat, reconvene and establish their network, and expand network capabilities in order to create a new network or to refresh or expand an existing one.



Canada Learning Bond – Get $500 for your child’s future

This two-page brochure describes the benefits of acting now to receive $500 to help start saving for a child's education after high school. The brochure is also available in the following Indigenous languages:



Financial Literacy Outcome Evaluation Tool

The Financial Literacy Outcome Evaluation Tool offers organizations a collection of evidence-based financial literacy outcomes and indicators. The tool guides users through a series of questions about their program and evaluation goals and then suggests scales (sets of questions) and individual questions they can use.



Service Design Tools

This website shares tools, tutorials, and resources on service design. The tools will help you prepare for different stages of the service design process, think through who to engage and how, and plan or improve a service. Includes templates for tools such as empathy maps, personas, service blueprints, and more.



Retirement Literacy Website

The ACPM Retirement Literacy Program complements the financial literacy education efforts by the federal and provincial governments, and other organizations.

The website contains a series of quizzes to help improve your knowledge of pensions and retirement savings plans as well as links to financial literacy resources.



Budget Planner

The Financial Consumer Agency of Canada (FCAC)'s online tool helps you create a customized budget.



Emergency Fund Calculator

Some emergencies in life can affect you financially. You could get sick, lose your job, or have a costly repair to your car or home. An emergency fund can provide a financial safety net. Use this calculator to estimate how much money should be set aside to pay for financial emergencies.



Rainbow Framework

The Rainbow Framework organizes different methods and processes that can be used in monitoring and evaluation. The range of tasks are organised into seven colour-coded clusters: Manage, Define, Frame, Describe, Understand Causes, Synthesise, and Report & Support Use. Users can use the framework to plan an evaluation that covers all necessary tasks or choose from an approach  which contains a pre-packaged combination of task options.



My money in Canada

Are you a newcomer to Canada, or someone who works with newcomers? This online tool will help you explore five money modules to better manage your finances in Canada. Learn about the financial system in Canada, income and expenses, setting goals and saving, credit and credit reports, and filing taxes. 



RDSP calculator

Enhance the quality of life for a family member with a disability. By answering a few simple questions, the RDSP Calculator can help you project the estimated future value of an RDSP, and the approximate value of future withdrawal payments. Run various scenarios to see how it would affect the value of your RDSP.

The RDSP Calculator is a tool to help you assess the potential of opening and contributing to an RDSP. The estimates provided by the Calculator are for information purposes only. The profile of your RDSP may differ from the RDSP Calculator projection.



2017 Bank On Data Pilot: Accessing Local Data

Bank On coalitions are locally-led partnerships between local public officials; city, state, and federal government agencies; financial institutions; and community organizations that work together to help improve the financial stability of unbanked and underbanked individuals and families in their communities. The CFE Fund’s Bank On national initiative builds on this grassroots movement, supporting local coalitions with strategic and financial support, as well as by liaising nationally with banking, regulatory, and nonprofit organization partners to expand banking access. This tool details the 2017 Bank On Data Pilot and includes instructions for accessing the local Bank On data at the city and zip code level.



Proliteracy.ca: Plan Finances for University or College

Proliteracy.ca analyzes historical living expenses from over 160 cities and tuition from over 100 universities and colleges in Canada to predict the cost of post secondary education in the future.

Their tool suggests financing options based on your profile. Learn about RESP, grants, scholarships and various government and commercial programs with their online resources. 



Canada Revenue Agency Child and Family Benefits Calculator

This online tool released by the Canada Revenue Agency can be used to determine the eligibility and payment amounts of child and family benefits. Additional information on child and family benefit programs may be found on the Canada Revenue Agency's child and family benefits page.



Government of Canada Benefits Finder

Answer the questions in this Government of Canada online tool to get a customized list of benefits for which you may be eligible. The Benefits Finder may suggest benefits from federal, provincial or territorial governments.



My money in Canada

This online tool will help you learn about the financial system in Canada and how to manage your money. Explore five money modules on banking, income and expenses, money goals and savings, credit, and taxes. 

Clients can do the modules in the order they appear, or just the ones they want to use. The tool is intended to be used with clients and settlement workers together, but can also be used by the client on their own if they are comfortable. 



Mortgage Calculator

This calculator from the Financial Consumer Agency of Canada determines your mortgage payment and provides you with a mortgage payment schedule.

Compound Interest Calculator

Use this calculator from GetSmarterAboutMoney.ca to find out how your investment will grow over time, with compound interest. 



Account Comparison Tool

Compare features for different chequing and savings accounts, including interest rates, monthly fees and transactions. Find an account that best suits your needs. Narrow your search, view search results, and compare your results using this account comparison tool from the Financial Consumer Agency of Canada.

Credit Card Payment Calculator

This tool from the Financial Consumer Agency of Canada will help you compare different payment options to pay off your credit card balance.

statement. If you can't, you can still reduce the amount of interest you will have to pay. The credit card payment calculator compares 3 different payment options to pay off your credit card balance.



RRSP Savings Calculator

Use this tool to estimate how much your registered retirement savings plan (RRSP) will be worth at retirement and how much income it will provide each year.



TFSA Calculator

This calculator will help you estimate the value of the investments in your TFSA when you’re ready to withdraw them, and compare this amount to the value of your investments in a non-registered plan to see your overall estimated tax savings.



Financial Capability Scale

The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS). 

In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of refining a small set of measures that can be used across programs. The project aimed to increase coordination across organizations so the financial coaching field can improve its capacity to demonstrate client impacts. The findings from the project extend beyond the coaching field and can be applied to other financial capability services. 

Family Centered Coaching: A toolkit to Transform Practice & Engage Families


The Family-Centered Coaching Toolkit offers a set of strategies, tools, and resources that can help programs, agencies, case managers, coaches, and others change the ways they work with families striving to reach their goals. This set of resources, can undo, and redo, how one approaches working with families – to see families holistically, even though the funding streams and programs within which we work may not.




REMPLIR UNE DÉCLARATION PEUT VOUS ÊTRE AVANTAGEUX! – Nouveaux arrivants

Facilitating Intentional Group Learning – A Practical Guide to 21 Learning Activities

Saving for financial shocks and emergencies

Managing Debt & Setting Goals for the Future

Increasing Income & Managing Expenses

Tips for Providing Financial Capability Services to Immigrant Communities

Managing cash flow and bill payments

Organizing and managing finances

So You Want to Conduct A Survey?

Backbone Effectiveness: 27 Indicators

myRA: A New Way To Save for Retirement

Values-Centered Financial Education. Understanding Cultural Influences on Learners’ Financial Behaviors

Beginning with the end in mind: Planning pilot projects and other programmatic research for successful scaling up

Worksheets for developing a scaling-up strategy

Financial well-being: What it means and how to help

Low Income Retirement Planning: Four things to think about & Maximizing GIS

A Game-changer Approach to Poverty Reduction Strategy and Evaluation

Buying and Maintaining a Home: Planning Your Housing Budget

Tips to save money while you’re in school

Save for Your Child’s Education with an RESP

Shopping Around for a Mortgage

Shopping Around for a Line of Credit

Thinking of Opening a Tax-Free Savings Account (TFSA)?

Understanding Credit Card Fees (Financial Literacy Series)

Understanding your Credit Report and Credit Score

Understanding Variable Interest Rate Mortgages

Advancing Health Equity through Benefits Screening

Be Smart with Your Credit Card: Tips to Help You Use Your Credit Card Wisely

Buying Your First Home: Three Steps to Successful Mortgage Shopping

Cashing your Government of Canada Cheque for Free

Choosing the Right Chequing Account and Banking Package

Choosing the Right Savings Account

Credit Cards: Understanding Your Rights and Your Responsibilities

How to Make a Complaint

How to Order Your Credit Report

What You Should Know if Your Branch Closes

Managing Debt: Getting Help from a Credit Counselling Agency

Mortgage Prepayment; Know Your Options. Smart mortgage decisions start here

Opening a Personal Bank Account: Understanding Your Rights

Paying off Your Mortgage Faster

Appel d’une décision en matière d’aide sociale

CPP Disability Benefits

Making a humanitarian and compassionate (H&C) application

Humanitarian and compassionate (H&C) applications and refugee claims: how are they different?

Fact Sheet: The Gender Wage Gap in Canada

Fact Sheet: Women and Poverty in Canada

Before You Sign any Contract: 10 Things You Need to Know

Resource Guide: Lifting Asset Limits in Public Benefit Programs

Hosting workshops and sign-up events for families

Accessing Income-Boosting Benefits Through Tax Filing

Working It Out Together. Pikangikum First Nation’s Community Health Needs Assessment

Step-by-Step Guide to Becoming Eligible, Opening, and Managing Your RDSP

Registered Education Savings Plan (RESP) Checklist

Saving for your child’s education. Get the facts about RESPs before you invest

Creating Financially Capable Communities: A Resource Guide

Understanding the Legal Dimensions of Financial Literacy: Power of Attorney

Developing a Personalized Financial Plan. Ontario Edition

Retirement and Savings Options. Ontario Edition

Accessing Government Benefits and Subsidies. Information for Custodial Grandparents Who May Wish to Apply for Government Benefits and Subsidies. Ontario Edition.

Credit and Debt Management. Ontario Edition.

Adopting Effective Banking Practices. Ontario Edition

DE 201 – A Practitioner’s Guide to Developmental Evaluation

How to Design a Monitoring and Evaluation Framework For A Policy Research Project

Performance Management in a Housing First Context – A Guide for Community Entities

The Field Guide to Human-Centered Design

System Mapping: A Guide to Developing Actor Maps

Adeline’s dilemma: A GIS case study

Tools for Development: A handbook for those engaged in development activity

Need welfare? How to apply to Ontario Works

Working while you are on social assistance

Gaining Momentum: Sharing 96 Best Practices of First Nations Comprehensive Community Planning

The Compass Guide to Small-Dollar Credit

Child and spousal support when you are on social assistance

Disability benefits in Ontario: Who can get them and how to apply

A New Framework for Achieving Household Financial Security

Tracking Financial Capability: Select and Collect Indicator Data

Integrating Financial Empowerment Strategies into Housing and Homelessness Prevention Programs

Tracking Financial Capability – Identify and Prioritize Your Expected Outcomes

Tracking Financial Capability – Build Your Logic Model

Australian Financial Attitudes and Behaviour Tracker

Measuring financial capability using a short survey instrument – Instruction manual