Free resource
The New to Canada Financial Checklist
A step-by-step guide to building a strong financial foundation in your first year.

Nine steps, in order.
Free to download and share with anyone who needs it.
- 01
Get your Social Insurance Number (SIN)
- 02
Open a Canadian bank account
- 03
Start building your credit score
- 04
Apply for your CRA My Account
- 05
Build your emergency fund
- 06
Open a Tax-Free Savings Account (TFSA)
- 07
Understand life and disability insurance
- 08
If you have children, open an RESP
- 09
File your taxes every year

