Your Money Matters: Personal Finance Programs 2017

December 7, 2016 | Diana L.

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The 2017 Personal Finance campaign kicks off in January and runs through to March with over 75 free programs in branches throughout the city (yes, we're pretty serious about helping you save your money!)

Left to right, top to bottom: Personal Finance piggy bank, Melissa Leong, Kelley Keehn, Kerry Taylor, Dan Bortolotti, David Trahair, and Gail Vaz-Oxlade.
Left to right, top to bottom: Personal Finance piggy bank, Melissa Leong, Kelley Keehn, Kerry Taylor, Dan Bortolotti, David Trahair, and Gail Vaz-Oxlade.

You'll see some familiar faces and some new speakers presenting on a wide range of topics from tax planning to estate planning, index investing to 'unconventional ways to save money'. Whether you:

  • want to learn about managing your credit and debt
  • are contemplating buying a condo vs. renovating your house 
  • wondering how to start that conversation with your children about setting financial goals, or
  • have retired and you're not sure if you have saved enough

...we've got a program for you! 

Here's a highlight of the authors and industry experts who will be presenting as part of our Personal Finance program series:

Gail Vaz-Oxlade Victoria Ryce 

If you're single, don't worry about putting a ring on it! Gail Vaz-Oxlade returns with Victoria Ryce to share how their latest book, The CEO of Everything, maps out the territory newly singled people are thrown into to help them prepare and overcome any financial and life challenges single-handedly.

Ellen Roseman

Financial literacy is an essential life skill. Ellen Roseman, personal finance and consumer affairs columnist will talk about what questions to ask when dealing with financial products and advisors, and ways to save money even when you think you're stretched thin in this financial basics presentation geared towards women.

Looking for additional personal finance programs for women? We've also got presenters talking about first-time home buying and credit & home ownership specifically for the ladies! 

Kerry Taylor

Consumer expert Kerry Taylor, shares how she convinced millions of people to embrace a life of thrift by reflecting on our disposable lifestyle, impulsive spending habits, and by challenging conventional views on accumulating wealth. Learn unconventional ways to save money with Canada's top money blogger. 

  • Barbara Frum - Monday February 6, 6:30 pm
  • Deer Park - Tuesday February 7, 2:00 pm 
  • Jane/Dundas - Thursday February 9, 7:00 pm
  • Richview - Monday February 13, 6:30 pm
  • Leaside - Wednesday March 1, 2:00 pm

Dan Bortolotti

Still trying to beat the market by picking stocks and mutual funds? Time for a different approach by learning the power of index investing. Award-winning journalist and investment advisor Dan Bortolotti will show you how to build a low-cost, diversified portfolio with index funds and ETFs.

  • Don Mills - Wednesday February 8, 6:30 pm
  • Palmerston - Tuesday March 7, 6:30 pm

David Trahair

Known for his ability to explain the often-confusing world of personal finance in plain English, David Trahair, is a financial trainer, national bestselling author and CPA Magazine columnist who will give you an easy-to-follow plan for retirement in his Procrastinator's Guide to Retirement seminar. 

Jon Chevreau Mike Drak

The rules of retirement have changed - people are living longer and have to finance as many years in retirement as they had in their entire working career. So what will thirty or forty years, or more, in retirement look like for you? Authors Mike Drak and veteran financial columnist Jon Chevreau will help you rethink retirement and share tips from their book Victory Lap Retirement.

  • Yorkwoods - Thursday February 9 - 6:30 pm
  • Woodside Square - Tuesday February 21 - 6:30 pm
  • Brentwood - Wednesday February 22 - 6:30 pm

Kelley Keehn 

Kelly Keehn, personal finance educator, consumer advocate, award-winning author will share tips from her book, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud.

  • Barbara Frum – Tuesday March 7, 6:30 pm
  • York Woods (Theatre) – Wednesday March 8, 10:00 am
  • Palmerston – Thursday March 9, 6:30 pm

Romana King

Award-winning writer, senior editor and real estate specialist at MoneySense magazine Romana King will discuss areas that are often over-looked related to buying or selling a home, as well as managing finances related to retirement.

Sarah Potter Index

Sarah Potter, author of How You Can Trade Like A Pro: Breaking into Options, Futures, Stocks and ETFs and founder of will talk about active trading and trading in retirement

Melissa Leong

There's an app to help you with almost any money issue, whether it’s paying down debt, organizing your loyalty cards or combing flyers for deals. To help you get technology on the side of your wallet, The Social's money expert and Financial Post writer, Melissa Leong, shares a few of her favourite money apps and digital finance tips.

Garry Duncan 

Garry Duncan, author of When I Die: Financial Planning for Life and Death, discusses how to minimize taxes on death. Using simplified explanations of a rather complex area of tax, he explains what estate planning is and how to plan an effective tax strategy to enhance your estate's net worth and minimize taxes on death.

  • Danforth/Coxwell - Tuesday March 28, 6:30 pm
  • Don Mills – Wednesday March 29, 6:30 pm
  • Yorkwoods - Thursday March 30 6:30 pm

  Chris Clarke 

Chartered accountant Chris Clarke will talk about how she has helped families work as a team in managing their money, how to rethink what money means and will share tips from her latest book True Family Wealth (book will be available in early 2017). 


Toronto Public Library has also partnered with Woodgreen Community Services to offer a variety of financial literacy presentations including income tax clinics in select east-end branches. Topics include:

...and more! 

There will also be additional tax clinics in April. More information will be available in early 2017.

For a list of all Personal Finance programs, visit

Although the Personal Finance campaign takes place early 2017, there will be additional financial literacy programs planned throughout the year, so stay tuned! 

What are your financial goals for 2017?