Annual Review Package (2020)

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  • Welcome!

    You will be asked to provide information on the following:
    1. Your monthly income (net and gross)
    2. Information about your assets
    3. List of monthly expenses
    4. Questionnaire
    5. Evaluation

    NOTE: In order for your counsellor to help you, it is important that you supply complete and accurate answers to these questions. If at any time you feel uncomfortable with the process you can contact us and talk to a certified counsellor over the telephone. They will be happy to explain the process and talk you through the form.

  • Welcome to Resolve Credit & Financial Counselling Services, a program of Resolve Counselling Services Canada. We hope that your experience with us will be a rewarding one for you and your family. Our aim is to provide you with quality credit counselling and support during financial hardship. Credit counselling encompasses budgeting, money management, creditor advocacy, exploration of debt solutions & consumer education.

    Confidentiality Anyone who contacts Resolve Counselling Services Canada is protected by the Personal Information and Protection of Electronic Documents Act (PIPEDA), agency policy and professional ethics, which means that a strict code of confidentiality is maintained. No information about you is released to a third party without your signed consent, except as required by law, as in the case of child abuse or upon clear, concrete evidence of planned or committed acts of violence. Please be aware that email correspondence is not a secure method of communication and may jeopardize confidentiality. Any email correspondence between you and your counsellor that discusses more than simple scheduling issues may be considered part of your client file. Within Resolve, your file may be reviewed in the course of routine management or professional supervision. Your file may also be reviewed for quality assurance purposes by third party auditors or accreditation reviewers.

    Quality Assurance Resolve Counselling Services Canada is a not-for-profit, charitable organization licensed by the Ministry of Government and Consumer Services. We are a fully accredited member of the Canadian Association of Credit Counselling Services and follow uniform standards of excellence, governance and integrity, including a strong code of ethics. Our Credit Counsellors undergo certification and achieve the designation as an Accredited Financial Counsellor-Canada. This allows them to provide independent, unbiased and professional personal finance expertise to our clients.

    Client Service Should you not be satisfied with the service you receive here or wish to appeal a decision, please make your concerns known to your Counsellor. If you are not satisfied with the resolution, you have the right to speak with a Credit Counselling Manager. As well, the Director of Credit Counselling is located at our Kingston office, toll-free 1-800-379-5556.

    Access to Records Client files and the information contained in them are the property of Resolve Counselling Services Canada. You have the right to review your file with your Counsellor or the Credit Counselling Manager. We have a procedure whereby you can request the correction of inaccurate information.

    Evaluation Your evaluation of our service is important to us. Feel free to make suggestions about how the service can be improved or where it excels. Client feedback helps to ensure we are providing a valuable resource to you.

  • I consent to receive electronic messages via email and to my mobile device from Resolve Credit & Financial Counselling Services.

  • Personal Information

  • Personal Information

  • Date Format: MM slash DD slash YYYY
  • Phone

  • Phone

  • Co-applicant Information

    Please provide co-applicant information or you can skip this step if you do not have a co-applicant

  • Co-applicant Information

  • Date Format: MM slash DD slash YYYY
  • Monthly Income Information

    When completing the following MONTHLY income questions, please keep in mind that "MONTHLY Gross Income" is income before any deductions. Your "MONTHLY Net Income" is your take home pay after all deductions have been subtracted. Examples of deductions include taxes, insurance, union dues, RRSP, etc… DO NOT ENTER DOLLAR SIGNS or any other characters, just the dollar amount

  • Monthly Income Information

  •  

    Co Applicant Monthly Income

  • Co Applicant Monthly Income

  • Monthly Expense Information

    When completing the following MONTHLY expense categories, make sure that all fields reflect how much you spend "Monthly". For example, if you estimate that you spend $1,200 a year on clothing your monthly expense would be $100.

  • Monthly Expense Information

  • Monthly Expense Information continued

    When completing the following MONTHLY expense categories, make sure that all fields reflect how much you spend "Monthly". For example, if you estimate that you spend $1,200 a year on clothing your monthly expense would be $100.

  • OTHER MONTHLY EXPENSES

  • Asset Information

    Please enter all your asset information.

    • Assets/Liabilities
    • Present Value
    • Amount Owed
    • Payment
    • Comments
    • Cash on hand or deposit
    • 1st Mortgage
    • 2nd Mortgage
    • Automobile #1
    • Automobile #2
    • Recreational Vehicle(s)
    • Registered Retirement or Savings Plans
    • Other-Specify
    • Other-Specify


  • Assets Help Section:

    -Please fill out to the best of your ability
    -Leave the ones that don't pertain to you at 0
  • Questionnaire

  • Evaluation

  • The counsellor and I discussed the following during the course of my Debt Management Program:

  • The counsellor and I discussed the following during my session: