³ÉÈËVRÊÓƵ

Financial Wellness

Financial well-being is crucial for overall health. Financial stress can lead to sleep problems, decreased productivity, and mental illness. Take proactive steps to assess your finances, educate yourself, and set goals. On this page, you will find free reliable resources to help you navigate this process.

If you are experiencing financial stress, the EFAP offers free and confidential assistance

The information contained on this websiteÌýis for general information purposes only. Consult a financial advisor prior to making any decisions regarding your financial wellness planning.

Where to start: Free Online Personal Finance course taught by professors from ³ÉÈËVRÊÓƵ’s Desautels Faculty of Management

In collaboration with RBC Future Launch and The Globe and Mail, Personal Finance Essentials is a free online personal finance course offered in English and French, four times per year. The course is open to everyone! Finish all course modules to receive a ³ÉÈËVRÊÓƵ Personal Finance Essentials attestation of completion.Ìý for more information and to register for the next course session.


Telus Health:

For members of the ³ÉÈËVRÊÓƵ Benefits Plan, you can . This program is designed to help you learn good money management habits so that you achieve greater financial literacy in your day-to-day life. 50-minute self-directed program broken down into smaller segments.Ìý


Sunlife Financial Financial Wellness Webinars

Sunlife Financial offers to help you grow your knowledge and take control of your money, no matter how much you already know. Topics include money management, investing, retirement planning and more.

Other Resources:

Topic

Website

Introduction to personal finance

: Autorité Des Marchés Financiers (AMF)

Budgeting

: Autorité Des Marchés Financiers (AMF)

: Canadian Financial Consumer agency of Canada (FCAC)

Banking

: Canadian Financial Consumer agency of Canada (FCAC)

Saving

:ÌýCanadian Financial Consumer agency of Canada (FCAC)

: Autorité Des Marchés Financiers (AMF)

Credit and debt

:ÌýCanadian Financial Consumer agency of Canada (FCAC)

Credit Score: or

Mortgages

:ÌýCanadian Financial Consumer agency of Canada (FCAC)​​​​​:

:ÌýAutorité Des Marchés Financiers (AMF)

Insurance

:ÌýCanadian Financial Consumer agency of Canada (FCAC)

(different types of insurance) Autorité Des Marchés Financiers (AMF)

³ÉÈËVRÊÓƵ Life Insurance Plans

Investing

:ÌýCanadian Financial Consumer agency of Canada (FCAC)

Income taxes

:ÌýÌýCanadian Financial Consumer agency of Canada (FCAC)

Retirement and pension
Ìý

³ÉÈËVRÊÓƵ Pension Plan (MUPP)

ÌýAutorité Des Marchés Financiers (AMF)

:ÌýRetraite Quebec

Fraud protection

Phishing: ³ÉÈËVRÊÓƵ IT Services

: TELUS Health

Other resources

Autorité Des Marchés Financiers (AMF)

: TELUS Health

(interactive questionnaire): CPA Canada

: CPA Canada

ÌýonÌýInvestment, fraud prevention andÌýretirement:ÌýAutorité Des Marchés Financiers (AMF)Ìý

For upcoming events and workshops related to financial wellness,Ìýconsult ourÌýevents (scroll to the bottom of the page).

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