Newcomer Finances Toolkit

Fraud Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). It begins by explaining what fraud is, then outlines different kinds of fraud like identity theft and scams.

The booklet includes an exercise on spotting a fraudulent email and a checklist for preventing identity theft. It also explains what to do if you become the victim of fraud.

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Added: 
2010-04-20

Investments Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). It begins with a discussion of the relative risk level of guaranteed investment certificates (GICs); government or corporate bonds; mutual funds; and publicly traded stocks.

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Added: 
2010-04-14

Government Support Programs Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). It begins by outlining some of the areas in which government support programs are available.

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Added: 
2010-04-14

Insurance Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF).

The authors begin by explaining the principle of insurance, then go on to describe different types like property insurance; life insurance; disability insurance; health insurance; and travel insurance.

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Added: 
2010-04-14

Income Tax Worksheets (2009)

The worksheets begin by explaining the concept of income tax, including what the government does with the money it collects. It also explains deductions for pensions, taxes and employment insurance.

Other topics include who pays income tax and why; papers to keep for tax time; determining marital status; filing a return; getting help with filing; and dealing with income-tax problems.

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Added: 
2010-03-24

Credit Worksheets (2009)

The worksheets begin with an explanation of credit and debt, including credit history and credit reporting. One worksheet deals exclusively with newcomer loans. Other worksheets explain different kinds of borrowing, like a credit card; loan; line of credit; or payday loan.

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Added: 
2010-03-24

Banking Worksheets (2009)

This booklet is part of the Newcomers Finances series produced by Ottawa Community Loan Fund (OCLF). The worksheets cover a range of banking matters, including opening an account; cashing a government cheque; making deposits and withdrawals; direct deposit; preauthorized debits; Internet and telephone banking; banking fees; and dealing with banking problems. Each section includes step-by-step descriptions of each banking activity.

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Added: 
2010-03-24

Newcomer Finances (2009)

Instructor's Manual

The manual is designed for teachers in adult language classes or workers at settlement agencies. These instructors are not expected to be experts on financial matters.

Among the topics addressed are banking, credit, income tax, government support programs, investments, insurance and fraud.

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Added: 
2010-03-17
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