Our Programs

Employee Financial Education Program

Personal financial education is not something just anyone can deliver. The majority of providers are very good at providing financial information yet have little experience or training in providing financial education.

We work with your team to produce a program that can dramatically improve the overall financial security of your employees. This in turn improves the overall success of your company through increases in:

  • Productivity
  • Attraction of top talent
  • Engagement
  • Satisfaction with compensation
  • Organizational commitment
  • Retention
  • Benefit and pension plan participation
  • Mental wellness

and decreases in:

  • Drug benefit costs
  • Absenteeism
  • Presenteeism (at work but not working)

Every education module is delivered by an experienced, accredited and unbiased financial education professional. All presenters have experience in financial education, are accredited Certified Financial Planners (CFPs), and do not sell or recommend any financial products. There is NEVER a sales pitch of any kind. 

All programs can include:

  • Facilitated financial education modules
  • A step-by-step guide to financial planning for Canadians
  • 24/7 access to web tools
  • Additional learning aids and resources to ensure success
  • Articles and video of relevant, timely topics to keep the participants engaged
  • Access to CFPs to answer their questions by email
  • 24/7 access to webinar recordings for reviewing materials or sharing with their family

All contracts include:

  • Initial survey and evaluation of employees’ needs and understanding
  • Consultation and customization of the program in conjunction with your company
  • Content modules customized to your pension and benefits programs
  • Pre-written communication content to assist with promoting the program and engaging your employees
  • Participation reports with employee feedback
  • Surveys at the beginning, middle and end of the program to measure the overall change in financial literacy
  • A certificate for use in marketing the company as a leader in employee financial education and benefits