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

Budgeting_saving_toolkit_2021.11.20

Budgeting_saving_toolkit_2021.11.20

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

02-TrackingYourIncome-FillablePDF

03-TrackingYourSpending-FillablePDF

04-TrackingYourBills-FillablePDF

06-SettingSavingsGoal-FillablePDF

05-MonthyBudgeting-FillablePDF

MYM-GetIt

MYM-GetIt

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_P3-Booking confirmation

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

All-FL-English-handouts

All-FL-English-handouts

Handout_8-9_Resources

Handout_7-12_Resources

Handout_6-6_Resources

Handout_5-10_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-Retirement-Fillable

SWS-06-EducationSaving-Fillable

SWS-05-UnstableIncome-Fillable

SWS-04-Emergencies-Fillable

SWS-03-SavingsNetwork-Fillable

SWS-02-SavingsGoal-Fillable

SWS-01-ImportanceSaving-Fillable

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-Thumbnail

SWS-07-Retirement

SWS-06-EducationSaving

SWS-05-UnstableIncome

SWS-04-Emergencies

SWS-03-SavingsNetwork

SWS-02-SavingsGoal

SWS-01-ImportanceSaving

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

DebtBillsTips (fr) -2020.07.23

List of common benefits (fr) – 2020.07.24

TalkingtoCreditors (fr) 2020.07.24

FC-UrgentImportant-2020-May5-Fillable

9a-FC-Save-at-Grocery-Store

DebtBillsTips-2022

9TipsIndividuals-2020-03-31

5. Simple budget template (fr) – nonfillable

5. Simple budget template (fr) – fillable

4. Expenses tracking sheet (fr) – fillable

4. Expenses tracking sheet (fr) – nonfillable

2. How to make a budget step by step (fr)

1. The five Ws and H of budgeting (fr)

7. Cash Flow Budget (fr) – fillable

Resources – budgeting and saving (fr)

Glossary – budgeting and saving (fr)

2. Ten savings tips (fr)

1. Let compound interest work for you (fr)

3. Income tracking sheet (fr) – nonfillable

3. Income tracking sheet (fr) – fillable

8. Ten ways to trim expenses (fr)

6. Five different budgeting methods (fr)

2. Set a SMART financial goal (fr) – fillable

1. My values and money (fr) – fillable

TalkingtoCreditors2022

Coggle concept map

Concept map created using Coggle

Concept map of savings tips with different coloured branches denoting some of the different types of savings strategies one can use, such as: making it automatic, buying used or second hand, and controlling impulsive spending. Examples of each saving strategy are listed using smaller branches coming from each different coloured branch.

Q&A – COVID-19 Government of Canada Support for Individuals

COVID-19 Benefits Factsheet

COVID-19 – Money to help you

benefits credits toolkit

benefits credits toolkit

RDSP grants and bonds

Ben_Credits for ppl w disabilities

Managing in tough times-COVID-19

Managing in tough times-COVID-19

DWD6-CreditReportCreditScore-Fillable

DWD4-TrackingFluctuatingExpenses-Fillable

DWD2-WhatDoIOwe-Fillable

DWD1-YourMoneyPriorities-Fillable

02. Reasons to file a tax return

case study – ben

case study – abdullah

case study – martina

03. List of common benefits 2020

03. List of common benefits 2020

case study – valeria and jan

case study - valeria and jan

case study – clothilde

case study - clothilde

4. documents for social assistance

4. documents for social assistance

1. ID to access benefits

1. ID to access benefits

02. Common Bene and Credits

02. Common Bene and Credits

01. Ben_Credits for families

01. Ben_Credits for families

10. Resource links – benefits 101

10. Resource links - benefits 101

09. Glossary – benefits 101

09. Glossary - benefits 101

06. Table of tax benefits

06. Table of tax benefits

05. BST-Pathways-2017-06-26

05. BST-Pathways-2017-06-26

04. Easy mod hard pathways

04. Easy mod hard pathways

07-PreparingforTaxFiling-FillablePDF

07-PreparingforTaxFiling-FillablePDF

01-YourMoneyGoals-FillablePDF

01-YourMoneyGoals-FillablePDF

1g FC-Acknowledgement FR

1g FC-Acknowledgement FR

1f FC-Active Listening FR – fillable

1f FC-Active Listening FR - fillable

BudgetingApps-Handout-2020-Apr-17

BudgetingApps-Handout-2020-Apr-17

Budgeting_saving_toolkit_2020.04.20

Budgeting_saving_toolkit_2020.04.20

5a FC-Cash Flow Budget – nonfillable

5a FC-Cash Flow Budget - nonfillable

5a FC-Cash Flow Budget – fillable

5a FC-Cash Flow Budget - fillable

4. Expenses tracking sheet – fillable

5. Simple budget template – fillable

5. Simple budget template - fillable

Set a SMART financial goal

Set a SMART financial goal

My values and money

My values and money

8b FC-Planning Refund – fillable

8b FC-Planning Refund - fillable

8a-FC-Tax-Checklist

8a-FC-Tax-Checklist

8b-FC-Planning-Refund

8b-FC-Planning-Refund

6e-FC-Who-do-you-owe

6e-FC-Who-do-you-owe

6d-FC-Payment-Arrangements

6d-FC-Payment-Arrangements

6c-FC-Net-Worth

6c-FC-Net-Worth

6b-FC-Debt-List

6b-FC-Debt-List

6e FC-Who do you owe – fillable

6e FC-Who do you owe - fillable

6c FC-Net Worth – fillable

6c FC-Net Worth - fillable

6b FC-Debt List – fillable

6b FC-Debt List - fillable

6a-FC-Debt-Pay-Off-Order

6a-FC-Debt-Pay-Off-Order

5d FC-My Savings Goal – fillable

5d FC-My Savings Goal - fillable

5d FC-My Savings Goal

5d FC-My Savings Goal

5b FC-Monthly Budget – fillable

5b FC-Monthly Budget - fillable

5b-FC-Monthly-Budget-notfillable

5b-FC-Monthly-Budget-notfillable

4e-FC-Common-Questions2

4e-FC-Common-Questions2

4d-FC-Common-Questions1

4d-FC-Common-Questions1

4c-FC-Persona-Nina

4c-FC-Persona-Nina

4b-FC-Persona-Jacob

4b-FC-Persona-Jacob

4a-FC-Persona-Linda

4a-FC-Persona-Linda

3e-FC-Plan-Do-Review

3e-FC-Plan-Do-Review

3d-FC-Savings-Goal

3d-FC-Savings-Goal

3c-FC-Mind-Mapping

3c-FC-Mind-Mapping

3b-FC-Financial-Goals

3b-FC-Financial-Goals

3a-FC-Action-Plan

3a-FC-Action-Plan

2c-FC-Financial-Health-Assessment

2c-FC-Financial-Health-Assessment

2b-FC-Client-Readiness

2b-FC-Client-Readiness

1f-FC-Active-Listening

1f-FC-Active-Listening

1e-FC-Sample-Values

1e-FC-Sample-Values

1d-FC-My-Money-Priorities

1d-FC-My-Money-Priorities

1b-FC-Wheel-of-Life

1b-FC-Wheel-of-Life

1a-FC-Dreams-for-the-future

1a-FC-Dreams-for-the-future

ResourcesNonProfits

ResourcesNonProfits

5c FC-Finding Money – fillable

5c FC-Finding Money - fillable

7. CashFlowBudget – fillable

7. CashFlowBudget - fillable

4e FC-Common Questions2 – FR

4e FC-Common Questions2 - FR

4d FC-Common Questions1 – FR

4d FC-Common Questions1 - FR

4c FC-Persona-Nina – FR

4c FC-Persona-Nina - FR

4b FC-Persona-Jacob – FR

4b FC-Persona-Jacob - FR

4a FC-Persona-Linda – FR

4a FC-Persona-Linda - FR

FinancialCoachingRemote-2020-04-01

FinancialCoachingRemote-2020-04-01

1. Top icebreaker activities

1. Top icebreaker activities

9c-FC-Spending-habits

9c-FC-Spending-habits

9b-FC-Seven-habits

9b-FC-Seven-habits

7b-FC-Choose-credit-card

7b-FC-Choose-credit-card

7a-FC-Banking-Fees

7a-FC-Banking-Fees

5c-FC-Finding-Money-notfillable

5c-FC-Finding-Money-notfillable

2d FC-Referrals

2d FC-Referrals

2a-FC-Milestones-Actions-Tools

2a-FC-Milestones-Actions-Tools

1h-FC-Coaching-Moments

1h-FC-Coaching-Moments

1g-FC-Acknowledgement

1g-FC-Acknowledgement