2020 Financial Literacy Month

Taxed by COVID-19?

By: Tony Salgado, CPA, CA, CFP, CLU

Financial Literacy on Social Media

Take advantage of the wealth of information and expert content available via our Financial Advice for All website, featuring timely material that advisors can share with clients and consumers can use to get their finances in order this spring! #FAFA

A survey of approximately 150 Advocis members showed that holding on to investments, updating estate plans & establishing emergency funds have been the most-commonly seen ‘smart moves’ made by clients during the pandemic.

Learn more in our release. https://bit.ly/3mD65Cz

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About Financial Literacy Month

During the month of November, financial services organizations throughout Canada will be participating in Financial Literacy month. Created by the Financial Consumer Agency of Canada, the goal of this initiative is to share information that will help Canadians achieve their financial goals, including managing debt wisely, saving for the future, and understanding their rights and responsibilities.

Throughout November, Canadian organizations combine to educate and engage the public regarding the need for financial literacy and to promote several different services. The overall theme for the month is “Back to Basics.”

If you’re interested in learning more about financial literacy, check out the latest resources on our website, as well as new resources releasing throughout November 2020.