Multifaceted financial tips for your multigenerational needs

No matter your unique circumstances, needs, or goals, we believe that improving your financial literacy is an important part of building your confidence and helping you make informed decisions about your wealth. From budgeting basics to estate essentials, our Financial Literacy Program is designed to simplify the complexity of your wealth and bring you and your family true peace of mind.

Our learning hub

Earnings and savings

Module #1: Budgeting

Additional Materials: Worksheet | Factsheet

How to budget your money effectively.

Module #2: Income & taxation

Additional Materials: Worksheet | Factsheet | 2023 Personal tax rates

Sources of income and tax rules.

Module #3: Banking services

Additional Materials: Factsheet

Exploring bank accounts and digital services.

Module #4: Interest

Additional Materials: Worksheet | Factsheet

How interest works for the borrower and the lender.

Module #5: Credit

Additional Materials: Factsheet

Credit scores, borrowing options and staying financially fit.

Module #6: Investment account types

Additional Materials: Case study | Factsheet

Exploring the types of investment accounts available to Canadians.

Wealth planning basics

Module #7: Planning benefits

Approaches, components, benefits and steps in the planning process.

Module #8: Wealth stage plans

Additional Materials: Supplementary material

Case studies by wealth stages, from early saver to preserver or spender.

Module #9: Financial documents

Common contracts and legal documents in banking, investing and planning.

Investing

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Module #10: Asset classes - coming soon

Understanding asset classes, such as cash, bonds and stocks.

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Module #11: Markets & investment vehicles - coming soon

Overview of financial markets, indices, sectors and investment vehicles.

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Module #12: Risk & diversification - coming soon

Risk types and methods of diversification to help manage risk.

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Module #13: Risk tolerance profiles - coming soon

Understanding investor risk profiles and methods to determine risk tolerance.

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Module #14: Building a portfolio - coming soon

Connecting concepts learned so far and building portfolios for the Green family.

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Module #15: Understanding fees­ - coming soon

Exploring commission, fee-based accounts and mutual fund fees.

Advanced planning

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Module #16: Wills & estates - coming soon

Estate planning and the benefits of Wills, powers of attorney and protection mandates.

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Module #17: Insurance - coming soon

Understanding insurance types, how they work and what they are used for.

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Module #18: Charitable giving - coming soon

Methods of giving, planning for charitable gifts and the tax advantages.

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Module #19: Trusts - coming soon

Critical parties to a trust and how they are created, governed and generally taxed.

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Module #20: Wealth transfer - coming soon

From estate planning to trusts, key considerations for you and your family.

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