Research Guides: Financial Literacy Workshop for the U of T Family Housing Office: Have a plan

Have a plan

See the resources below for guidance on how to develop your own financial plan.

FInancial Consumer Agency of Canada: Financial Toolkit: Financial Planning
Part of a larger online toolkit offered by the Financial Consumer Agency of Canada, this module explores financial planning. It includes scenarios for individuals at various life stages, including new graduates and individuals early in their career.
GetSmarterAboutMoney.ca: Financial Planning
A guide to the financial planning process from a website hosted by the Ontario Securities Commission (OSC). While it does not provide a plan template, it does provide links to useful calculators and tools as well as basic information and advice.
MoneySense Complete Financial Plan Kit
Links to a series of 10 downloadable worksheets to use in creating your own financial plan. Most relevant for those already with some assets and/or investments.