Financial wellness guide: questionnaire

CPA Canada developed the Financial Wellness Guide to help you understand money basics. Complete the online questionnaire to get straightforward tools and information, based on your financial situation, that will help you with your financial goals.



7 reasons to file a tax return

There are many good reasons to keep up to date on your tax filing each year. You may file a tax return even if you don’t have any income. It could help you access certain refundable tax credits and other benefits.

 



Income in retirement: Expectations versus reality

In 2014, a group of non-retired Canadians aged 55 or older was asked about their financial expectations for retirement. New data from 2020 reveal how this same group of Canadians - now retired- is doing financially.