November is Financial Literacy month. Did you know that 48% of Canadians say they’ve lost sleep because of financial worries?* Financial stress can be detrimental to mental and physical health, families, relationships and even productivity. With this in mind, we’re providing our advisors with a powerpoint presentation to promote financial literacy in the community. Download it at: https://financialtechtools.ca/financial-literacy/

1. Financial
Literacy

2. Say it would be difficult to meet their financial obligations if their pay is late*
44%
Canadians say they’ve lost sleep because of financial worries*
48%
Why Financial Literacy?

3. Managing household
expenses
Dealing with high levels of
debt
Living pay cheque to pay cheque
Dealing with unexpected
expenses
Struggling to save for short and
Long-term goals
Sources of Financial Stress

4. Budget
Pay down your debt
Establish an Emergency Fund
Protect yourself
Save
5 Steps to Remove Financial Stress

5. Budget
Find out how
much money is
coming in and
where it is going.

6. Pay down your
debt
If you have debt,
understand the
interest, terms
and create a plan
to pay down your
debt.

7. Establish an
Emergency Fund
An emergency fund
is liquid money
that’s been set
aside for unforeseen
expenses .

8. Save
Determine what
your short, medium
and long term goals
are and start saving.
Examples:
First home,
Education,
Retirement

9. Protect Yourself
Your biggest asset
is you. Review your
insurance needs
including disability,
critical illness and
life insurance.

10. How to Get Started
• Talk to us about helping you
get your finances in order so
you remove financial stress.
• Feel confident in knowing you
have a plan to achieve your
personal and practice goals.