Building wealth in Canada

Learn ways and options to effectively manage money.

Close up of Canadian dollar coins or "loonies"

Time frame: 60 min

Audience: new Canadian immigrants who have been in Canada more than two years

Learning objectives for participants:

learn to create a realistic budget
understand cash flow and how to control it
learn how to effectively manage money
learn how to define a financial plan
understand the difference between “good debt” and “bad debt”
understand the difference between “wants” and “needs”
understand the key features of RRSPs, RESPs and TFSAs, and how they can help put a financial plan into action
know where to go for support

Outline:

overview
creating a budget you can stick to
understanding cash flow
the secret to being a good money manager
defining your own financial plan
sorting out your wants and needs
three savings vehicles worth considering
putting your financial plan in action
some helpful resources

Learning Materials:

Sample Budget Worksheet
SMART Goals Worksheet — helps set SMART goals which are specific, measurable, actionable, realistic, time-framed
Glossary of Terms — defines various financial terms and items

Questions?

For questions, please email us.

Proudly sponsored by Canada Life, our National Development Sponsor.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines:

12 weeks’ notice needed to setup a session.
Requests must be submitted by the request deadline.
If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

Request a session

CPA Canada uses this information for the purpose of setting up and coordinating financial literacy sessions for your organization. When necessary, CPA Canada will share this information with CPA volunteers for the purpose of performing this request. We will retain this information for as long as is necessary to fulfil this purpose. For more information and how CPA Canada processes your data, please refer to our privacy policy.

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