The House of Commons Finance Committee recently released its call for pre-budget consultation briefs as the government considers its policy priorities for the 2021 federal budget. This toolkit created by Imagine Canada provides information on the reasons to submit a pre-budget consultation...

This toolkit contains resources and information which may offer support to organizations, agencies, or frontline staff supporting individuals, during a challenging time. This toolkit was developed in response to the coronavirus COVID-19 pandemic and more resources will be added as they become...

In this presentation, Nirupa Varatharasan, Research & Evaluation Officer with Prosper Canada, explains the research methods and insights gathered in the report 'Tax time insights: Experiences of people living on low income in Canada.' This includes demographic information, the type of tax...

In this video presentation Sunil Johal from the Mowat Centre explains how social policy in the 21st century could be redesigned to accommodate the changing nature of work and income in Canada.   This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read...

In this video presentation Rob Levy from the Center for Financial Services Innovation (CFSI) shares some of the findings from the U.S. Financial Diaries project. He explains how the households in the study experience multiple "spikes" and "dips" in income and spending over the course of a single...

This two-page brochure describes the benefits of acting now to receive $500 to help start saving for a child's education after high school. The brochure is also available in the following Indigenous languages: Canada Learning Bond – Cree Canada Learning Bond – Denesuline Canada Learning...

This webinar shares results on Statistics Canada research on barriers to uptake for the Canada Learning Bond (CLB). Specifically, this research examines whether tax filing or Social Insurance Number (SIN) access are greater barriers to accessing the CLB. Read the slides which accompany this...

In this video presentation Andrew Heisz from Statistics Canada explains the changing household assets, debt, and income levels of Canadians of different age generations.   This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that...

In this presentation, Uttam Bajwa, Global Health and Research Associate with the Dalla Lana School of Public Health, University of Toronto, reports on tax filing challenges and opportunities for Canadians living on low incomes. This includes the challenges of not knowing what to do, fear and...

In this video presentation Ray Boshara of the Federal Reserve Bank of St. Louis explains how household financial stability has changed in the United States. He shows how education, age, and racial identity influence financial stability and wealth.  This presentation was given at the Prosper...

In this video presentation Rob Levy from the Center for Financial Services Innovation (CFSI) examines the role of financial institutions in building consumer financial health.  This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that...

In this video presentation Fiona Greig from the JP Morgan Chase Institute explains what banking data can tell us about income volatility in the United States.   This presentation was given at the Prosper Canada Policy Research Symposium on March 9, 2018. Read the slide deck that accompanies...

Answer the questions in this Government of Canada online tool to get a customized list of benefits for which you may be eligible. The Benefits Finder may suggest benefits from federal, provincial or territorial...

This online tool released by the Canada Revenue Agency can be used to determine the eligibility and payment amounts of child and family benefits. Additional information on child and family benefit programs may be found on the Canada Revenue Agency's child and family benefits...

This fact sheet from the Government of Canada answers Frequently Asked Questions about the Canada Education Savings Plan. This includes details about the Canada Learning Bond, the Canada Education Savings Grant, and Registered Education Savings Plans...

This webinar, "High cost lending in Canada: Risks, regulations, and alternatives," is about why high cost lending products are concerning, especially for financially vulnerable Canadians. Speakers discuss what is driving the use of these products, what kind of regulations are involved, and what...

This webinar, "Indigenous financial wellness in Canada," introduces an Indigenous financial wellness framework, identifies some of the key barriers and opportunities for building financial wellness in Indigenous communities, and highlights evidence-based best practices for building financial...

A growing number of Canadians are living with fluctuating incomes - incomes which may vary significantly from month to month, not just from year to year. This makes it difficult to save, plan, and achieve financial wellness. This webinar, "Income volatility in Canada: Why it matters and what to do...

For Canadians living with low incomes, tax filing is an important opportunity to boost incomes by accessing a wide range of government benefits. In this webinar, "Insights on hosting volunteer income tax clinics," experts in Canada share their knowledge and practices on what it takes to host...

This handout is from Module 7 of the Financial Literacy Facilitator Resources. Credit bureaus are agencies that collect information about how we use credit. They produce personal credit reports. Credit bureaus are private companies. They are regulated by the province, but they are not part of...

In this toolkit you'll find materials to help you learn about what's involved in tax filing, and some materials to support setting up your own community tax clinic.  Added on April 13, 2021: Last-minute tax tips Added on March 1, 2021: Common tax deductions Common sources of income and their...

In this presentation, Radya Chaerkaoui, Senior Product Manager and Innovation Catalyst, Intuit Canada, and Steve Vanderherberg, Director-Strategic Initiatives, WoodGreen Community Services, share insights from their Virtual Tax Filing Pilot program.  This presentation is from the session...

In this presentation, Nancy McKenna, Manager, CVITP, Canada Revenue Agency, explains how the Community Volunteer Income Tax Program (CVITP) works. This includes eligibility requirements, the size of the program in 2017/2018, and partnerships.  This presentation is from the session 'Closing the...

In this presentation, Erin Jeffery, Outreach Officer with Canada Revenue Agency (CRA) shares what the CRA Outreach team has learned about tax filing barriers facing Indigeous People in Canada. These barriers include lack of documentation, lack of trust, access to services, and challenges around...

This toolkit has been created to support the Virtual Self Filing tax filing model piloted in 2020 by community agencies in Ontario. In this model, individuals file their own tax return but receive support from community agency staff or volunteers to do so.  This resource was made possible through...