The CRA has compiled benefits and credits factsheets for: Students Persons with disabilities Modest income individuals Housing insecure individuals Adults 65 and older Women in shelters Indigenous peoples Newcomers These are available in English and...

The Canadian Bankers Association has created a new Cyber Security Awareness Quiz site to test your knowledge and ability to spot a “phishy” email, message or...

Banks take fraud very seriously and have highly sophisticated security systems and teams of experts to protect you from financial fraud. As a banking customer, there are also simple steps you can take to recognize cyber crime and protect your personal information and your money. Educating yourself,...

This report identifies behaviourally informed techniques dealers and advisers can use to encourage their older clients to provide the necessary information for enhanced investor protection...

Open, honest conversations about money are one of the keys to building a healthy relationship with your family, across the generations. With a little preparation, talking about financial matters can help build trust, deepen connections, relieve stress and lead to greater peace of mind. Yet for...

The Trusted Contact Person initiative has been adopted across Canada. It is part of new regulatory measures to support advisors in their efforts to help investors, particularly older investors and vulnerable, protect themselves and their financial interests. Canadian seniors are increasingly...

In 2021, losses reported to the Canadian Anti-Fraud Centre reached an all time high of 379 million with Canadian losses accounting for 275 million of this. Fraud Prevention Month is a campaign held each March to inform and educate the public on protecting yourself from being a victim of...

These resources from the Ontario Securities Commission are oriented towards planning for retirement. Resources include tips on insurance planning, government benefits, RRSP calculator, and...

Family violence in Canada: A statistical profile is an annual report produced by the Canadian Centre for Justice and Community Safety Statistics at Statistics Canada as part of the Federal Family Violence Initiative. Since 1998, this report has provided data on the nature and extent of family...

A growing number of retirees are not experiencing the expected gradual reduction in spending after they retire. This report summarizes the findings of a Bureau study into whether people who retired between 1992 and 2014 had the income, savings, and/or non-housing assets to maintain the same level...

This study, commissioned by the Ontario Securities Commission (OSC) and conducted by the Brondesbury Group, provides some insights on the knowledge that older Canadians have about the financial realities of retirement and how they would apply that knowledge earlier in life if they are able to do...

This study looks at the differences in after-tax low income measure (LIM) statistics from two data sources which both use administrative tax data as their principal inputs: the 2016 Census of Population and the T1 Family file (T1FF). It presents a summary of the two data sources and compares...

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...

This report presents an analysis of the impact of COVID-19 on the nonprofit sector drawn from data collected in CCVO's Alberta Nonprofit Survey, data from surveys by the Alberta Nonprofit Network, Imagine Canada, and partner organizations across the country. The analysis in this report shows that...

This paper explores the intersection of digital innovation, digital services, access, and taxpayer rights in the Canadian context, in light of the experiences of vulnerable populations in Canada, from the perspective of the Taxpayers’ Ombudsman. Many aspects of the CRA’s digitalization...

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...

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...

WoodGreen Community Services, a large multi-service frontline social service agency in Toronto, provides free tax preparation services year-round to people living on low incomes. WoodGreen was interested in designing a novel solution to address the tax filing needs of homebound seniors who are...

Benefits and credits provide income and financial support for many individuals. This toolkit contains information on common tax credits and benefits, benefits for specific populations, and practitioner resources including case studies and information on identification documentation for accessing...

In an effort to avoid the spread of COVID-19, Canadians are engaging in physical distancing to minimize their social contact with others. However, social support systems continue to play an important role during this time. In particular, seniors living in private households may depend on family,...

As a senior, you may be eligible for benefits and credits when you file your taxes. The Canada Revenue Agency has tips to help you get all of them! This page includes tips for seniors at tax time and links to relevant Government of Canada...

The G20 Fukuoka Policy Priorities for Ageing and Financial Inclusion is jointly prepared by the GPFI and the OECD. The document identifies eight priorities to help policy makers, financial service providers, consumers and other actors in the real economy to identify and address the challenges...

This is a study released by Insights on Canadian Society  based on 2016 Census data. Census information on immigration and income is used to better understand the factors associated with low income among senior immigrants. This study examines the factors associated with the low-income rate of...

This infographic released from Statistics Canada compiles some of the data collected from the 2017 Canadian Survey on Disability. 22% of Canadians had at least one disability, representing 6.2 million...

The Fidelity Retirement Survey is focused on how Canadians near, and already in, retirement approach the next stage of their lives. This is the 14th year of the survey.  The results indicate Canadians are retiring earlier than expected. They also show 46% of pre-retirees expect to have some...