ON - Developing a Personalized Financial Plan

ON - Developing a Personalized Financial Plan
Preview Tool (PDF)

Ontario edition



  • A budget contains a list of your planned and actual expenses and your income, which includes all of the money you receive from work, government and investments.
  • Income does not include sources of credit.
  • Using a budget helps you see exactly how you are spending your money so that there are no surprises.
  • A budget benefits you, so it is important to be honest with yourself when you are creating your budget.
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National Initiative for the Care of the Elderly (NICE)
246 Bloor Street West, Room 234
Toronto, Ontario M5S 1V4, Canada