The following resources from the Government of Canada and Financial Consumer Agency of Canada are designed to help older people manage their money with confidence.
Financial Literacy Programs
- Your Financial Toolkit: Module 10: Retirement and pensions
- Your Financial Toolkit: Module 11: Financial planning
- Workshop on understanding your credit report and score – Canada.ca
Tools
Other useful Webpages
- Retirement planning
- Determining how much money you need for retirement
- Saving for retirement
- Sources of retirement income
- Budgeting during retirement
- Working while collecting a pension
- Living or travelling abroad when you retire
- Your retirement financial checklist
- Choosing a financial advisor
- The basics of investing
- Pooled Registered Pension Plan (PRPP)
- Employer-sponsored pension plans
- Annuities
Life events
- Selling a home
- Getting separated or divorced
- Living with a disability
- Caring for someone who is ill or disabled
- Estate planning, wills and dealing with death
- Financial rights and responsibilities
- Insurance
- Receiving a large amount of money all at once
- Reverse mortgages
- Protection from frauds and scams