Free resource

The New to Canada Financial Checklist

A step-by-step guide to building a strong financial foundation in your first year.

A newcomer family with suitcases in an airport arrivals hall

Nine steps, in order.

Free to download and share with anyone who needs it.

Download the checklist (PDF)

Free conversation / advice

  1. 01

    Get your Social Insurance Number (SIN)

  2. 02

    Open a Canadian bank account

  3. 03

    Start building your credit score

  4. 04

    Apply for your CRA My Account

  5. 05

    Build your emergency fund

  6. 06

    Open a Tax-Free Savings Account (TFSA)

  7. 07

    Understand life and disability insurance

  8. 08

    If you have children, open an RESP

  9. 09

    File your taxes every year

A printed checklist on a desk with a cup of tea and a pen
A family of three at a kitchen table going through papers together in daylight
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