2021 Financial Literacy Month – DRAFT



The Junior Financial Advisor Fin Lit Kit

Get started with your very own Fin Lit Kit!

Turning Over a New Leaf with Nick Giovannetti

Nick Giovannetti, CFP, CLU, CHS, CCS discusses some fall-themed financial moves you should make now – including having an exit strategy in place for summer purchases & how you can incorporate the FIRE strategy into your plan!


Financial Literacy on Social Media

What's your motivation? 💪

We love hearing about your credit journey and what financial goals you’re striving for. Let us know below! ⬇️

#buildcredit #bettercredit #creditbuilding #financialfreedom #finance #money #millennialmoney #flm2021 #creditscore #moneymoves

YOUTH MEMBERS: Kids or teens who open a youth account or make a $5 deposit in April will receive a $5 match—AND they will be entered in to a drawing to win $100!
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#flm2021 #financialliteracymonth #nationalcreditunionyouthmonth #savespendshare #savemoney #save

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Advocis Coffee Talks Presents: Collateral Loans – Corporate vs. Shareholder Borrowing from @canadalifeco. Steven McLeod, LL.B., TEP, Director, Tax and Estate Planning Group, Canada Life will provide a brief overview on leveraging corporate owned policies for the future.

Was a great kick-off to Fall doing what I love and speaking at the first live ADVOCIS Calgary event since the pandemic, alongside three other amazing female advisors in the city. Even better to listen to gold medalist, Chandra Crawford's inspirational keynote.

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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.