Toolkits
We offer over a dozen toolkits for facilitators and clients on tackling a variety of financial situations. Use them as helpful handouts, templates and guides with your client or for preparing workshops and training.
Money management worksheets
These booklets focus on specific money themes: managing your money, debt, savings and investing. Each booklet contains information, tips, resources, and worksheets. Clients may use these on their own or with a practitioner or support person.
Managing your Money
A set of worksheets designed to facilitate financial goal setting for Indigenous audiences in English, French and Plains Cree.
Dealing with Debt
A collection of seven worksheets to help you make a plan to deal with debt.
Soaring with Savings
Soaring with Savings
Investing with Interest
A collection of seven worksheets to explain and work through key saving and investing concepts
Financial Empowerment integration and service design
Financial Empowerment is an approach to poverty reduction. The toolkits here may help frontline practitioners in their practice.
Municipal Toolkit
This toolkit can help you to begin embedding financial empowerment supports into your existing programs.
Updated
Supported Tax Filing Toolkit
This toolkit has been updated to include both in-person and virtual supported tax filing models.
NEW
Workforce Toolkit: A toolkit for embedding financial coaching into workforce programs
This toolkit was created to support workforce programs and financial empowerment service providers in embedding financial coaches into their services.
Financial tools to use with clients
This selection of toolkits contain worksheets, tip sheets and resources for frontline staff to use with their clients.
Financial Coaching Toolkit
This toolkit contains tools and worksheets you can use with your financial coaching clients.
Financial Literacy Facilitator Resources
These activity sheets and handouts can assist you in your work relating to a number of financial literacy topics.
NEW
Guiding Your Journey: A Toolkit for Lump Sum Payments
This collection of financial empowerment tools and resources is intended to support both Indigenous and non-Indigenous organizations working to help Indigenous Peoples navigate the receipt of a lump sum payment.
Now in French
Managing in tough times
This toolkit contains resources and information which may offer support to organizations, agencies, or frontline staff supporting individuals, during a ...
Building Financial Well-Being in First Nation Communities
Financial empowerment tools and resources for Indigenous communities.
Financial topics
Focusing on specific themes, these toolkits may be used directly by clients, or by frontline staff to guide their clients.
Asset Building Toolkit
This toolkit features resources on goal setting, action planning, financial products and government supports to help you build assets.
Benefits and Credits Toolkit
This toolkit contains information on common tax credits and benefits and practitioner resources.
Budgeting and Saving Toolkit
In this toolkit you'll find resources and worksheets on goal setting, budgeting and saving.
Tax Filing Toolkit
Find materials to help you learn about what's involved in tax filing, and some materials to support setting up your ...
Tools and resources for Indigenous communities
This selection of toolkits contain resources specifically to be used with, and by, Indigenous Peoples.
Managing your Money
A set of worksheets designed to facilitate financial goal setting for Indigenous audiences in English, French, Plains Cree and Ojibwe.
Guiding Your Journey: A Toolkit for Lump Sum Payments
This collection of financial empowerment tools and resources is intended to support both Indigenous and non-Indigenous organizations working to help Indigenous Peoples navigate the receipt of a lump sum payment.
Building Financial Well-Being in First Nation Communities
Financial empowerment tools and resources for Indigenous communities.