Education

Financially stressed employees are five times more likely to be distracted at work and 46% spend three or more hours a week dealing with financial issues *(According to PWC study).

 

Financial education is a benefit that pays dividends to employer and employee alike. We have an inventory of educational webinars, and by working with your management team, we can customize these sessions to the needs and preferences of your employees. Employees who believe that they are valued are more valuable. They have higher morale, and are more loyal to their employer, which translates directly into higher productivity, greater retention, and lower human resources costs.

 

Our seminars address all aspects of financial wellness and planning, here are some examples:

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• Group Benefits: 

  • Your Employee Benefits Plan

  • Healthcare Options

  • Health Care for The Uninsurable

  • What is Disability Insurance?

  • What is Critical Illness Insurance?

  • Leaving your job
     

• Group Retirement: 

  • Building A Financial Plan for the Future

  • Choosing between RRSP / TFSA / RESP

  • Investment Planning

  • Retirement Planning

  • Managing RRSP's / Pensions

  • Wills and Protecting Your Estate

  • Meeting Survivor Needs
     

• Personal Finance

  • Managing Your Money

  • Budgeting

  • Tax Planning

  • New Homes, New Needs

  • Retiring Employees

  • Setting Your Kids Up for Success

  • Education Planning

  • Dollars & Cents of Marriage

  • Consolidating Debt

  • Risk Management

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​We host in-person or virtual sessions to meet each company’s unique need.

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