Financial Inclusion

 

About this project

This project aims to make financial systems more inclusive to people with disabilities (PWD) and Deaf people in Canada. 

What do we mean when we say “financial systems”?

Financial systems include any systems related to money and finances. 

They include institutions like:

  • Banks and credit unions

  • Insurance companies

  • Canada Revenue Agency

Financial systems affect your everyday interactions with money, like:

  • Making payments and transferring money

  • Managing your finances and planning for the future

  • Managing your credit score

  • Getting a loan or paying off debt

  • Dealing with a tax audit

  • Navigating benefits and aid programs

  • Proving you are who you say you are when you make a transaction

Project goals

  • Understand the barriers for people with disabilities and Deaf people in interacting with financial systems 

  • Understand the risks for people with disabilities and Deaf people in financial systems, and the ways they may be vulnerable to fraud and financial abuse

  • Learn about things that have been done in the past that make the financial systems more inclusive

  • Explore promising ideas to make up-and-coming financial systems more inclusive

  • Share any knowledge we gain with the broader disability and Deaf communities, through both online and in-person networks.

Project phases

Phase 1 (Nov 2022 - August 2024)

The goal of this phase is to establish an understanding of all the areas and topics about Financial Inclusion that matter to people with disabilities and Deaf people in Canada, and come up with a plan on addressing them in phase two. These will inform the deliverables of a white paper and a scale-up and sustainability plan, which will be used to acquire further funding.

We want to do this by working with partners and community members at the extreme edges of the disability or Deaf community, such as intersectional groups or grassroot groups.

Read more about this process here.

Action

Date

Action

Date

Ongoing effort to identify community organizations who represent the edges of the disability and Deaf community to potentially partner with

Feb 2024

With partners, co-plan a community input activity to understand barriers to financial inclusion for their community. Discuss how to host, run, and synthesize the information for their unique context

Feb-March 2024

Work with partners to host the community input activity

April-May 2024

Synthesize outcomes of the community input activity into areas of work for phase two

June 2024

Advisory Board

  • Alliance for Equity of Blind Canadians

  • ARCH Disability Law Centre

  • L’arche Canada 

  • Bank of Canada 

  • Black Deaf Canada 

  • Canadian Council of the Blind

  • Carleton Accessibility Institute

  • Council of Canadians with Disabilities

  • Disability without Poverty 

  • Independent Living Canada

  • IRIS Institute

  • March of Dimes Canada

  • Neil Squire Society

  • Planned Lifetime Advocacy Network 

  • Toronto Metropolitan University 

Working documents

Google folder

Project information

Project information
Last updated January 2024

Partnership plan
Last updated Feb 2024

Scenarios and barriers
Previously identified with the Advisory Board members prior to January 2024.

Barriers, vulnerabilities, and approaches
A growing collection of experiences and resources related to topics affecting financial inclusion.

Co-planning documents

In this project, we will be co-planning a community input activity with our partners.

Documents to be added when this starts.

Literature review

Database of resources

Project contact

Want to learn more about this project, or get involved? Contact Jonathan at jhung@ocadu.ca.