9a FC-Save at Grocery Store-FR

case study – abdullah

Feb26_P3-Booking confirmation

Inperson Disclaimer statement

Tip sheet for explaining tax filing outcomes to clients

Sample client intake form WoodGreen

Virtual STF-sample disclaimer statement

Virtual STF-Appointment outcomes sample form

STFiling_IntroGuide_Nov2023_FINAL-s

Financial Literacy Month webinar final

PDF of slides

Oct2023_STFiling_virtual Client recruitment script_FINAL-s

Oct2023_STFiling_In-person Appointment outcomes_FINAL-s

Oct2023_STFiling_In person Client recruitment script_FINAL-s

Oct2023_STFiling_Document and income eligibility check_FINAL-s

Bridge to Benefits demo for Region of Durham (1)

PPT for Durham region CoP meeting

Service ON Fee Waiver program fact sheet-Birth Certificates

In B2B tool – Fee waiver program

Client preparation checklist

B2B image for webinar copy

image for learning hub

Bridge to Benefits demo webinar – October 4

Common identification document (1)

Bridge to Benefits – communications toolkit

Bridge to Benefits – FR communications toolkit-fra

IWI-FR-07-Tips for success

6- Mefiez-vous des fraudes et arnaques

5-Ou pouvez vous obtenir des conseils

4- Dans quoi pouvez-vous investir

3- Etes vous pret a investir

2- Faire le suivi de vos revenus et de vos depenses

1- Dans quel but voulez-vous epargner

IWI-FR-full booklet-with acknowledgment

IWI booklet-May2023

IWI-04- What can you invest in

Common identification document-fra

Getting-government-payments-by-direct-deposit_French

Handout_8-10_Glossary_French

Handout_8-9_Resources_French

Activity_Sheet_8-8_Goal-setting_French

Activity_Sheet_8-7_Collection-role-play_French

MYM-EN-Full booklet

MYM-OJ-Full booklet

MYM-CR-03-TrackingYourSpending

SWS-FR-06-Saving for education

SWS-FR-07-Saving for retirement

SWS-FR-05- Saving for unstable income

SWS-FR-04-Saving for emergencies

SWS-FR-03-Savings support network

SWS-FR-02-Create a savings goal

SWS-FR-01 importance of saving

07_Connaître nos droits et nos options 2019

06_Dossier de crédit 2019

05_Faire un plan de dépense 2019

04_Suivi des depenses variables 2019

03_Faire un plan d’action 2019

02_Combien ai-je de dettes 2019

01_Vos priorites financieres 2019

DWD-FR-Booklet

SWS-01-ImportanceSaving-Fillable

SWS-07-Retirement-Fillable

SWS-06-EducationSaving-Fillable

SWS-05-UnstableIncome-Fillable

SWS-04-Emergencies-Fillable

SWS-03-SavingsNetwork-Fillable

SWS-02-SavingsGoal-Fillable

Sample MB Eligibilty Maps 22.23 CFCS

From CFCS added to Bridge to Benefits toolkit

2022.23 Welcome Sheet CFCS

From CFCS -used in Bridge to Benefits toolkit

2022.23 Benefits Reference Sheet

MYM-OJ-07-PreparingforTaxFiling

MYM-OJ-06-SettingSavingsGoal

MYM-OJ-05-MonthyBudgeting

MYM-OJ-04-TrackingYourBills

MYM-OJ-03-TrackingYourSpending

MYM-OJ-02-TrackingYourIncome

MYM-OJ-01-YourMoneyGoals

DWD-AllWorksheets-2019-04

DWD7-KnowYourRights

DWD6-CreditReportCreditScore

DWD5-MakingSpendingPlan

DWD4-TrackingFluctuatingExpenses

DWD3-MakingDebtActionPlan

DWD2-WhatDoIOwe

DWD1-YourMoneyPriorities

Updated IWI booklet

IWI-07- Tips for success

IWI-06- Watch out for investment frauds and scams

IWI-05-Where can you get advice

IWI-03- Are you ready to invest

IWI-02-Tracking your income and expenses

IWI-01- What do you want to save for

SWS-01-ImportanceSaving

DWD4-TrackingFluctuatingExpenses-Fillable

DWD2-WhatDoIOwe-Fillable

DWD1-YourMoneyPriorities-Fillable

Common identification document

List of common ID required for benefits

07-PreparingforTaxFiling-FillablePDF-Cree

05-MonthlyBudgeting-FillablePDF-Cree

02-TrackingYourIncome-FillablePDF-Cree

07-PreparingforTaxFiling-FillablePDF

06-SettingSavingsGoal-FillablePDF

05-MonthlyBudgeting-FillablePDF

04-TrackingYourBills-FillablePDF

02-TrackingYourIncome-FillablePDF

MYM-GetIt

MYM-GetIt

Module8_2019 FR_glossary

Used in OSC online course

7 Habits2018 -fra-sb

French version of 7 habits of savvy spending and saving – from fin coaching but also used in OSC course

Goal Setting FR Module8_8

used for OSC online course

Module2_FR glossary

used for OSC online course

Module 5 FR glossary

used in OSC online course

IWI-cover

Ressources

IWI-Resources

All-FL-English-handouts

All-FL-English-handouts

Handout-9-15-Glossary

Handout-9-14-Resources

Activity_Sheet-9-13-Goal-setting

Activity_Sheet-9-12-Rate-your-financial-knowledge-part-2

Handout-9-11-Making-a-complaint-about-an-investment

Handout-9-10-Complaint-letter

Handout-9-9-Dealing-with-consumer-problems

Handout-9-8-Tips-to-protect-yourself-from-fraud-and-scams

Handout-9-7-Common-types-of-fraud-and-scams

Activity_Sheet_9-6_cell-phone-checklist

Handout_5-13-Glossary

Handout_5-12-Resources

Activity_Sheet_5-11-Goal-setting

Handout-5-10-Saving-and-investment-support

Handout_5-9-Preparing-for-old-age

Handout_5-8-Savings-and-investing-tools-detailed

Handout_5-7-Saving-and-investing-tools-basic

Handout_5-6-Intro-to-saving-and-investing

Activity_Sheet_5-5_Enzo-and-Tess

Handout_5-4_Compound-interest

08. Immigrants_refugees benefits 2020

How to make a budget step by step

DWD-FacilitatorResources-2022.08.18

DWD-FacilitatorResources-2022.08.18

Budgeting-Spreadsheet

Budgeting-Spreadsheet

Tool 2_Getting started

Tool 3_Exploring partnerships

Tool 4_Designing the initiative

06-SettingSavingsGoal-FillablePDF-Cree

04-TrackingYourBills-FillablePDF-Cree

01-YourMoneyGoals-FillablePDF-Cree

Budgeting_saving_toolkit_2021.11.20

Budgeting_saving_toolkit_2021.11.20

SWS-06b-Demander-le-Bon-d’etudes-canadien

03-TrackingYourSpending-FillablePDF

3. Income tracking sheet – fillable

Income tracking sheet

Reasons to file 2020_fr

documents needed to access benefits_fr

Ben_Credits for seniors_fr

Ben_Credits for ppl w disabilities_fr

Ben_Credits for familis with kids 2020_fr

What are Bene and Credits 2020_fr

Common Bene and Credits 2020_fr

SWS-Ressources

Ben_Credits for seniors

Module 8 Debt Solutions Video Transcript

Module 6 The Cost of Credit Video Transcript

Module 2 Tax Deductions Credits and Benefits Video Transcript

Handout_0b-Resources

Top five virtual icebreakers

2. Quick warm-up activities

Feb26_P1_Guide to Virtual Self-file model

Feb26_P9_Introduction scripts

Feb26_P10_Recruit

Feb26_P8_Outcomes measure

Feb26_P7_Quick tips

Feb26_P6_Document Check

Feb26_P5_Client intake form

Feb26_P4-Disclaimer

Feb26_Pt3_Common tax slips

Feb26_P3_Client profiles

Feb26_P2_Email template

Feb26_Pt3_Common tax deductions

CFH – Social 01

CFH – Social 01 (1)

CFH – Social 02

FSGV Intake Form

FSGV First Financial Coaching – Session-Survey

Tool-ParticipantActionPlan

Tool-InfoToRemember

Tool-ContactList

Tool-ActionItems

Implementing a practice of self-care

Virtual tools for participant engagement

Tips for managing breakout rooms

Tip-SupportingClientIntakeTriageReferral

Tool-ActionItems-fillable

Tool-ContactList-fillable

Tool-ParticipantActionPlan-fillable

Implementing a practice of self-care-fillable

1.New Canada Recovery Benefits – What to Expect E

1.New Canada Recovery Benefits – What to Expect F

2.Factsheet Indigenous E

2.Factsheet Indigenous F

3.Factsheet Modest Income E

3.Factsheet Modest Income F

4.Factsheet Newcomers E

4.Factsheet Newcomers F

4.QC Factsheet Newcomers E

4.QC Factsheet Newcomers F

5.Benefits, Credits and Deductions for Seniors E

5.Benefits, Credits and Deductions for Seniors F

6.Disability Tax Credit E

6.Disability Tax Credit F

7.Person with disability E

7.Person with disability F

8.Infographic_ Canada workers benefit E

8.Infographic_ Canada workers benefit F

8.Promo Card CWB_E

8.Promo Card CWB_F

9.Get your taxes done for free_Bil

10.Answers to your questions CERB E

10.Answers to your questions CERB F

2. proof of residency Ontario

SWS-06b-CLBactionplan

Handout_4-12_Glossary

SWS-TrainingDeck&Guide-FR

SWS-TrainingDeck&Guide-FR

SWS-TrainingDeck&Guide

SWS-TrainingDeck&Guide

Handout_8-9_Resources

Handout_7-12_Resources

Handout_6-6_Resources

Handout_4-11_Resources

Handout_2-7_Resources

SWS-02-SavingsGoal-MarieBernard

SWS-02-SavingsGoal-Dave

SWS-Resources

SWS-AboutThisResource

SWS-01-L-importance-d-epargne-FillablePDF

SWS-02-Fixe-un-objectif-FillablePDF

SWS-03-Reseau-d-aide-FillablePDF

SWS-04-Les-urgences-FillablePDF

SWS-05-Revenu-Instable-Fillable

SWS-06-L-education-FillablePDF

SWS-07-La-retraite-FillablePDF

SWS-07-La-retraite

SWS-06-L-education

SWS-05-Revenu-Instable

SWS-04-Les-urgences

SWS-03-Reseau-d-aide

SWS-02-Fixe-un-objectif

SWS-01-L-importance-d-epargne

SWS-Resources

SWS-AboutThisResource

SWS-AllWorksheets

SWS-07-Retirement

SWS-06-EducationSaving

SWS-05-UnstableIncome

SWS-04-Emergencies

SWS-03-SavingsNetwork

SWS-02-SavingsGoal

Handout_2-1_Government-benefits

Getting government payments by direct deposit – FR

COVID-19 scams – FR

COVID-19 scams

Protect yourself against fraud – FR

Protect yourself against fraud

Getting government payments by direct deposit

Income volatility icon_Orange_ART

CERB-FAQ-2020-May13

CERB-WhatIs-2020-Apr23

RC629-56-F_Financial_literacy

RC629-55-E_Financial_literacy

DTC_One-Time_FR

DTC_One-Time_EN

CPA-Canada-Trousses-de-soutien

CPA-Canada-CARE-Package

COVID_Serve-You_Infographic-CERB_FR_2020-04-01_MM_500pm

COVID_Serve-You_Infographic-CERB_EN_2020-04-01_MM_500pm

COVID-19 Economic Response Plan

COVID-19_Outreach_Resource links doc_Individuals_05-13_Final_FR

COVID2_CCB_Infographic_Outreach_v4F_FINAL 05-28

02. Before you open an RESP

01. RESPs and how they can help

02. Before you open an RESP (Fr)

01. RESPs and how they can help (Fr)

06. RESP sample scenarios (Fr)

03. Individual family and group RESPs (Fr)

6. 7 tips 2020 (Fr)

8. Resources – asset building (Fr)

7. Glossary – asset building (Fr)

5. Investing in registered accounts (Fr)

4. Registered savings accounts (Fr)

3. Introduction to savings accounts (Fr)

2. My long-term goal action plan – nonfillable (Fr)

2. My long-term goal action plan – fillable (Fr)

1. Asset building for your future – nonfillable (Fr)

1. Asset building for your future – fillable (Fr)

08. My RESP action plan – fillable (Fr)

07. Plan for your RESP bank visit (Fr)

05. Family income for RESP (Fr)

04.b. Provincial education grants and bonds (Fr)

04.a. Federal education grants and bonds (Fr)

10. Resources -education savings (Fr)

09. Glossary – education savings (Fr)

08. My RESP action plan – nonfillable (Fr)

4. Registered savings accounts

10. Resources -education savings

09. Glossary – education savings

08. My RESP action plan – nonfillable

08. My RESP action plan – fillable

07. Plan for your RESP bank visit

06. RESP sample scenarios

05. Family income to receive RESP government incentives

04.b. Provincial education grants and bonds

04.a. Federal education grants and bonds

03. Individual, family and group RESPs

1. Asset building for your future – nonfillable

1. Asset building for your future – fillable

8. Resources – asset building

7. Glossary – asset building

6. Seven tips to help you stick to your goals

5. Investing in registered accounts

3. Introduction to savings accounts

2. My long-term goal action plan – nonfillable

2. My long-term goal action plan – fillable

9a FC-Save at Grocery Store (fr) 2020.07.24

1 FC-Urgent important (fr) -2020.07.24-fillable

9TipsIndividuals (fr) -2020.07.23