Financial resource hub
Trove financial resources
Explore tools, worksheets, and financial education resources to help clients budget, save, file taxes, and manage debt.
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Resources you can use with clients
Practical worksheets, guides, online tools, and financial resources to help clients and individuals access benefits, manage money, and improve financial wellbeing.
Featured resource
Benefits Wayfinder action plan
Help clients follow through on applying for benefits by breaking the process into manageable actions.
This fillable PDF can be used during client conversations and shared for follow-up planning.
- Fillable PDF worksheet
- Supports client follow-through
- Helps organize next steps
- Useful during appointments and referrals
Guides and financial resources
Explore tools and practical resources that can support conversations about benefits, money management, and financial wellbeing.
Quick-reference guide
Key benefits you may be eligible For
A practical guide covering common Canadian benefits, eligibility requirements, benefit amounts, and official resources.
Download guideSupport toolkit
Managing in tough times
Resources and information to support organizations and frontline staff assisting individuals during challenging times.
Explore toolkitOnline learning tool
Making the most of your money
A free online learning tool covering budgeting, government benefits, debt management, and financial decision-making.
Explore online toolSelf-guided learning
Explore learning modules
This free online tool helps individuals explore practical strategies for managing money and improving financial wellbeing.
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