An Ipsos survey reveals 21% of Canadians will focus on financial goals in 2017, such as paying down debt, spending less and saving more. (Of course, more Canadians — 33% — say fitness goals top their new year’s resolutions, but we all know those goals will be soon forgotten.)
For clients who need a push in the right direction, CRA offers a financial toolkit of 11 modules on topics such as budgets, credit management, income taxes and financial planning. A further section on fraud protection is also provided.
The toolkit contains downloadable PDFs, quizzes and a self-assessment tool to help users identify which modules would help them most. And anyone wishing to give a presentation on finances can take advantage of the trainer’s toolkit.
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This debt repayment plan can shield clients from creditors