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Financial Wellness

Financial wellness is a key contributor to the overall well-being of an individual. Financial stress can lead to sleep deprivation, absenteeism, reduced productivity, and mental illness. It is important to be proactive by assessing your financial situation, educating yourself and creating goals to ensure financial wellness. It can be overwhelming to know where to start as there are many websites and resources available. The Health and Well-Being team has put together a framework and outline of resources below. Navigate this section for information, tools and online training related to financial wellness.

If you are experiencing financial stress, the EFAP offers free and confidential assistance

The information contained on this website is for general information purposes only. You should not rely upon this information as a basis for making any decisions regarding your financial wellness planning. We encourage you to consult your 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’s Desautels Faculty of Management

In collaboration with RBC Future Launch and The Globe and Mail, Personal Finance Essentials is a free, recently launched, 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.

Click here for more information and to register for the next course session

Current Course Aug 1, 2021 to Oct 24, 2021 (you do not need to start the course on the start date).



For members of the McGill Benefits Plan, you can access financial wellness resources with the LifeWorks CareNow Program. 

LifeWorks CareNow Program : Achieving Financial Wellbeing

This program is designed to help 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. Find out more by logging into your LifeWorks account


Other Resources



Introduction to personal finance

Financial Wellness Guide: Chartered Professional Accountant (CPA):

Reviewing your Personal finances: Autorité Des Marchés Financiers (AMF):


Income, expenses and budgets: Canadian Financial Consumer agency of Canada (FCAC)

Budget Tables: Autorité Des Marchés Financiers (AMF) 


Overview of banking: Canadian Financial Consumer agency of Canada (FCAC)


Saving: Canadian Financial Consumer agency of Canada (FCAC):

Saving plans: Autorité Des Marchés Financiers (AMF):

Credit and debt

Credit and Debt Management: Canadian Financial Consumer agency of Canada (FCAC):


Mortgages: Canadian Financial Consumer agency of Canada (FCAC)​​​​​:

Mortgages: Autorité Des Marchés Financiers (AMF)


Insurance: Canadian Financial Consumer agency of Canada (FCAC)

Insurance (different types of insurance) Autorité Des Marchés Financiers (AMF): 


Investing: Canadian Financial Consumer agency of Canada (FCAC)

Income taxes

Income taxes Quebec: Autorité Des Marchés Financiers (AMF) 

Retirement and pension

McGill University Pension Plan (MUPP)

Retirement and Pension: Canadian Financial Consumer agency of Canada (FCAC) 

Where are you in your retirement planning? Autorité Des Marchés Financiers (AMF)

Planning your Retirement: Retraite Quebec

Fraud protection

Fraud ProtectionAutorité Des Marchés Financiers (AMF)

Phishing: McGill IT Services:

Other resources

A parent’s guide to raising money smart kids

Quizzes: Investment, Fraud protection, RetirementAutorité Des Marchés Financiers (AMF) 

Calculators Autorité Des Marchés Financiers (AMF)

Financial Wellness Questionnaire: CPA Canada

Financial Literacy Podcast: CPA Canada

For upcoming events and workshops related to financial wellness, please consult our events page 

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