Financial Wellness Resources

Learning how to make sound financial decisions and take action takes a bit of time, but that investment of time can pay dividends for you and your family. It can pave the way to financial security that can support your life and family goals, such as saving for education and retirement, and it can also help avoid pitfalls such as unmanageable debt or poor credit.

The resources in the table on this page have been chosen to help you increase your “financial literacy” so that you can plan for a stable financial future. These resources are just a beginning! You will find many other resources online.  You may also wish to consult with a professional from Sun Life or TELUS Health (see below) or speak to an independent financial consultant.

Sun Life

Sun Life is the recordkeeper for the 深夜福利站 pension plans. All plan members have access to support and tools as part of the program. to access planning tools, such as One Plan, or arrange a consultation with a Financial Services Consultant for assistance. Sun Life offers a on a variety of topics.

TELUS Health

TELUS Health is 深夜福利站’s Employee (and Family) Assistance Program provider. Services include support on a variety of Work-Life matters including financial counselling. With their CareNow Program: Achieving Financial Wellbeing you can work through the program on your own or counsellor-assisted. Learn more by contacting TELUS Health EAP.

Financial Wellness Lab

Canada’s Financial Wellness Lab is focused on developing quantitative finance and data analytics solutions that will enable Canadian households to enhance their financial resilience. Learn more at 

 

Topic Resource

Advisors
  • (FP Canada)
  • (GetSmarterAboutMoney.ca)
  • (FP Canada)
  • Module 11: Financial Planning - under repair (Financial Consumer Agency of Canada)

Assessments
  • (Financial Wellness Lab)
  • (Sun Life - login required)

Banking
  •  (GetSmarterAboutMoney.ca)
  • Module 2: Banking - under repair (Financial Consumer Agency of Canada)
Budgeting
  • (Financial Consumer Agency of Canada)
  • Module 1: Income, expenses and budget - under repair (Financial Consumer Agency of Canada)
  • (GetSmarterAboutMoney.ca)
Credit and Debt
  • (Credit Counselling Canada)
  • (GetSmarterAboutMoney.ca)
  •   (Equifax)
  • (TransUnion)
  • Module 4: Credit and debt management - under repair (Financial Consumer Agency of Canada)
Fraud and Scams
  • (GetSmarterAboutMoney.ca)
  • Module 12: Fraud protection - under repair (Financial Consumer Agency of Canada)
  • (Government of Canada)
  • (WTS)
  • (GetSmarterAboutMoney.ca)
Identity Theft
  •  - Consumer Protection Ontario
  • - Canadian Centre for Cyber Security
  • (TransUnion)
Insurance
  • Module 6: Insurance - under repair (Financial Consumer Agency of Canada)
Investing
  • Module 7: Investing - under repair (Financial Consumer Agency of Canada)
Mortgages
  • Module 5: Mortgages - under repair (Financial Consumer Agency of Canada)
  • - under repair (Canada Mortgage and Housing Company)
Pension
  • (videos – no login needed)
  • Module 10: Retirement and pensions  (Financial Consumer Agency of Canada)
  • (Government of Canada) 
Saving
  • Module 3: Saving - under repair (Financial Consumer Agency of Canada)
Taxes
  • Module 8: Income taxes and contributions - under repair (Financial Consumer Agency of Canada)
Retirement Planning
  • (login to your Sun Life account)
  • (Government of Canada)
Self-Study Programs
  • (TELUS Health login required)
  • (TELUS Health log in required)
  •  (Government of Canada)
  • (Financial Consumer Agency of Canada)
  • (GetSmarterAboutMoney.ca)
  • (Association of Canadian Pension Managers)

 

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