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Savings Circles is an Individual Development Account (IDA) program that works with people in Calgary and surrounding area and Indigenous people within Treaty 7 Territory who are living on lower incomes and striving for more stability. For six months, participants commit to saving between $5 and $50 each month, engage in a minimum of two individual meetings with the facilitator, and attend seven money management workshops. Monthly during the program, a participant’s savings are matched 3:1. This allows them to save up to $1,200 to purchase a productive and meaningful asset that will make a difference in the quality of their life.

Adopter: Momentum

CPA Canada conducts nationally representative surveys annually to examine people’s attitudes and feelings towards their personal finances. The surveys help monitor how Canadians are handling new financial realities, managing financial stressors, and engaging in personal financial planning.

Adopter: Chartered Professional Accountants of Canada

The Canadian Financial Capability Survey is designed to shed light on Canadians’ knowledge, abilities and behaviours as they relate to making financial decisions. A key objective is to assess how Canadians are doing on indicators of financial well-being and inform ongoing efforts aimed at strengthening their financial literacy.

Adopter: Financial Consumer Agency of Canada

The Survey of Consumers' Awareness of their Financial Rights and Responsibilities gathers evidence of certain financial rights and responsibilities, highlights potential gaps in consumers’ awareness of certain financial risks identified in the Financial Consumer Agency of Canada's industry review of bank sales practices, and assesses results against the baseline established in 2019.

Adopter: Financial Consumer Agency of Canada

The goal of the mystery shopping project is to better understand how frontline bank employees sell financial products and services and how consumers experience the sales process.

Adopter: Financial Consumer Agency of Canada

The Survey of Canadians’ Use of Banking Products and Services is designed to collect information during the pandemic about how Canadians are consuming financial products during the pandemic and to what extent they are accessing COVID-19-related financial assistance offered by the banks.

Adopter: Financial Consumer Agency of Canada

The Monthly Financial Well-Being Monitor (formerly known as the COVID-19 Financial Well-Being Survey) is a monthly survey designed to collect information about Canadians’ day-to-day financial management and financial well-being.

Adopter: Financial Consumer Agency of Canada

The Survey on Banking of Canadians assesses the banking experiences of older Canadians as well as to identify challenges and potential solutions.

Adopter: Financial Consumer Agency of Canada

The Pilot Study: Buy Now, Pay Later Services in Canada is a survey from the Financial Consumer Agency of Canada. It aimed to broaden the Agency's understanding of the buy now, pay later market in Canada, from the perspective of Canadian consumers.

Adopter: Financial Consumer Agency of Canada

Financial Literacy Evaluation Resource Kit includes Strategy-Aligned Measures that gather information about the frequency and kinds of financial help opportunities that consumers engage in.

Adopter: Prosper Canada