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 website听is 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 McGill University鈥檚 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 McGill Personal Finance Essentials attestation of completion.听 for more information and to register for the next course session.
Telus Health:
For members of the McGill Benefits Plan, you can . This program is designed to鈥痟elp 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.听
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 |
: Autorit茅 Des March茅s Financiers (AMF) |
|
Budgeting |
: Autorit茅 Des March茅s Financiers (AMF) : Canadian Financial Consumer agency of Canada (FCAC) |
|
Banking |
: Canadian Financial Consumer agency of Canada (FCAC) |
|
Saving |
:听Canadian Financial Consumer agency of Canada (FCAC) : Autorit茅 Des March茅s Financiers (AMF) |
|
Credit and debt |
:听Canadian Financial Consumer agency of Canada (FCAC) Credit Score: or |
|
Mortgages |
:听Canadian Financial Consumer agency of Canada (FCAC)鈥嬧�嬧�嬧�嬧��: :听Autorit茅 Des March茅s Financiers (AMF) |
|
Insurance |
:听Canadian Financial Consumer agency of Canada (FCAC) (different types of insurance) Autorit茅 Des March茅s Financiers (AMF) |
|
Investing |
:听Canadian Financial Consumer agency of Canada (FCAC) |
|
Income taxes |
:听听Canadian Financial Consumer agency of Canada (FCAC) |
|
Retirement and pension |
McGill University Pension Plan (MUPP) 听Autorit茅 Des March茅s Financiers (AMF) :听Retraite Quebec |
|
Fraud protection |
Phishing: McGill IT Services : TELUS Health |
|
Other resources |
Autorit茅 Des March茅s Financiers (AMF) : TELUS Health (interactive questionnaire): CPA Canada : CPA Canada 听on听Investment, fraud prevention and听retirement:听Autorit茅 Des March茅s Financiers (AMF)听 |
For upcoming events and workshops related to financial wellness,听consult our听events (scroll to the bottom of the page).
