Financial Wellness

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

Telus Health:

For members of the McGill Benefits Plan, you can access financial wellness resources with the self-directed 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. 

Sunlife Financial Financial Wellness Webinars

Sunlife Financial offers financial wellness webinars 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:



Introduction to personal finance

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


Budget Tables: Autorité Des Marchés Financiers (AMF)

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


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)

McGill Life Insurance Plans


Investing: Canadian Financial Consumer agency of Canada (FCAC)

Income taxes

Income taxes Quebec:  Canadian Financial Consumer agency of Canada (FCAC)

Retirement and pension

McGill University Pension Plan (MUPP)

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

Planning your Retirement: Retraite Quebec

Fraud protection

Phishing: McGill IT Services

Identity Theft Toolkit: TELUS Health

Other resources

Calculators Autorité Des Marchés Financiers (AMF)

Financial Wellbeing Toolkit: TELUS Health

Financial Wellness Guide (interactive questionnaire): CPA Canada

Money Management Worksheets: CPA Canada

Quizzes on Investment, fraud prevention and retirement: Autorité Des Marchés Financiers (AMF) 

For upcoming events and workshops related to financial wellness, consult our events (scroll to the bottom of the page).

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