Banking for newcomers to Canada

Banks offer extensive information on how newcomers to Canada can get started in their new country, including checklists, information, financial services and advice. Here is some basic information to get you started. A list of bank resources at the end of this article may also help with the financial transition to Canada.



Early Planning Toolkit

A toolkit for parents/caregivers with a child with a disability ages 2 to 10, containing:

  • An everyday childhood action guide
  • Early planning priorities for parents with a child with a disability (upcoming webcast)
  • Accessing financial resources for a young child with a disability (upcoming webcast)
  • Early planning checklist



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.