Helpful Resources

Practical Tools to Help You Plan with Confidence

Welcome to the My Home, My Retirement resource centre a collection of helpful tools, checklists, and materials designed to make your retirement planning journey easier and more informed.

Whether you’re a homeowner exploring reverse mortgage options, a family member supporting a loved one, or a housing professional guiding client, these resources will help you take the next step with clarity and confidence.

What You’ll Find Here

  1. Reverse Mortgage Readiness Checklist
    Determine if a reverse mortgage aligns with your goals. This checklist helps you assess eligibility, understand requirements, and prepare key questions for lenders or counselors.
  2. Home Equity Planning Guide
    Learn how to evaluate your home’s value, explore equity options, and plan strategies to make your property work for you during retirement.
  3. Contractor & Home Maintenance Tips
    Protect your biggest investment with simple, practical guidance on choosing trustworthy contractors and keeping your home in great condition for years to come.
  4. Financial and Family Conversation Worksheet
    Helpful prompts to guide open discussions with family members about inheritance, caregiving, and long-term housing decisions.
  5. Professional Education & Training Links
    Resources for housing counsellors, real estate agents, and financial professionals who want to expand their knowledge and better serve senior clients.

Stay Connected
We’re continually adding new guides and practical materials to help you make confident decisions about your home and retirement.
Check back regularly for updates and newly added resources.

Featured Guides & Tools

Real-Life Success Stories

Senior Safety & Accessibility Checklist

Real Estate Professional Resource Kit

Contractor & Home Maintenance Guide

Family Discussion Worksheet

Home Equity Planning Guide

Housing Counsellor Toolkit

Financial Literacy Resource Pack

Reverse Mortgage Readiness Checklist