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
Dealing with Debt
A collection of seven worksheets to help you make a plan to deal with debt.
Investing with Interest
A collection of seven worksheets to explain and work through key saving and investing concepts
Managing your Money
A set of worksheets designed to facilitate financial goal setting for Indigenous audiences in English, French and Plains Cree.
Soaring with Savings
Soaring with Savings
Financial Empowerment integration and service design
Municipal Toolkit
This toolkit can help you to begin embedding financial empowerment supports into your existing programs.
Virtual Self-Filing Tax Toolkit
This toolkit describes and supports delivery of the Virtual Self-Filing tax filing model.
Financial tools to use with 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.
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
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 ...