Budgeting and Money Management

Budgeting, banking, money transfers, insurance and planning your finances at different life stages.

The Financial Consumer Agency of Canada (FCAC) ensures federally regulated financial entities comply with consumer protection measures, promotes financial education and raises consumers’ awareness of their rights and responsibilities.

Service and Information for you:

Making a budget

A budget is a plan that helps you manage your money. It helps you figure out how much money you get, spend and save. Making a budget can help you balance your income with your savings and expenses. It guides your spending to help you reach your financial goals.


Why you may need insurance, making a claim, making a complaint and more.

Estate planning, wills and dealing with death

Making a will, planning your estate, powers of attorney and what to do following a death.

Credit reports and scores

Improving your credit score, correcting errors, ordering your credit report and more.

Receiving a large amount of money all at once

How to plan and set your financial goals if you receive a large amount of money.

Budget Planner

Create your budget and receive personalized tips to improve your finances.

Life events and your money

Losing your job, living as a couple, buying a home, having children, getting divorced and more.

Financial rights and responsibilities

Your rights and responsibilities when dealing with financial institutions.

Retirement planning

Types of retirement income, saving for retirement, how much money you will need and managing your finances.