Financial education is provided on requests that usually come from community organizations. We offer a range of workshops, information sessions or presentations, for instance at La Maison Fraternité, La Cité, La Maison d’Amitié or the University of Ottawa.

If you are interested in learning more about budgeting, credit, saving money or taxation in a group context, you are welcomed to our financial education service. It can be provided to small or larger groups, through information sessions or workshops.

They are delivered in host organizations, upon request and customized to meet client needs. Delivery of this service may require a small fee (printing, travel and parking expenses).


  • Overview of the personal and family’s financial profile (assessment and goals)

  • Reviewing factors that may impede creating a budget

  • Overview of the steps to follow and key components in planning and managing a personal or family budget

  • Examining possible solutions when a budget shortfall arises in order to prevent indebtedness

  • Information on different forms of credit available, the traps of consumerism, and the consequences of credit overuse

  • Introduction to income tax returns, what they are, why it is important to file them, and the consequences of not doing so

  • Tips to save more and an overview of governmental savings programs


  • Exercise to get a complete personal and family financial picture (assessment and goals)

  • Discussing and reflecting about factors that may impede creating a budget

  • Practical exercise to plan a personal or family budget

  • Overview of different methods for managing a budget that can be adapted to everyone’s needs and reality

in partnership with Desjardins

  • In 2018, two full-time trainers reached 1,672 youth who are now better equipped to maintain a sound and long-term financial health.
  • Young people participated in 5,399 hours of training, their satisfaction rate reaching 95%. Furthermore, 94.5% of participants indicated that they would recommend the workshop to a friend!

Under financial education services, the program Personal Finance: I’m in charge results from a partnership with Desjardins. The initiative has been very successful! It is mainly offered to and targeted for young adults such as high-school students and youth from the community sector. The program comprises 17 financial literacy workshops that cover the boundaries of three French Language School Boards (Conseil des écoles publiques de l’Est de l’Ontario, Conseil scolaire de district catholique de l’Est ontarien and Conseil des écoles catholiques du Centre-Est).

Personal Finance: I’m in chargeTM, what is it exactly?

You are between 16 and 30 years of age? You want to take charge of your finances and make sound decisions as a consumer, student or worker? Personal Finance: I’m in chargeTM is tailored to your suit your needs! We provide free two-hour group workshops. We adopt a dynamic approach that gets you involved by interacting through a variety of hands-on activities and exercises.

You will have the opportunity to explore topics that are close to your lifestyle, such as:

  • Consumer choices
  • Cell phones
  • Education and work
  • Budget
  • Financial services

You would like to know more? You simply need to contact us by phone at 613-746-0040 or by email at


Address:300 Olmstead St, 2nd floor Ottawa, Ontario K1L 7K1
Telephone: 613-746-0400



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