Financial stress could be costing your business thousands of dollars per employee each year.

Money worries are the biggest source of stress for Canadians and chances are many of your employees are struggling with their finances.

More absences & sick leave

Increased turnover

Lack of focus & poor decision making

Poor working relationships

Lower productivity

Lower morale & engagement

Our program is uniquely designed to address the growing need for financial literacy across the country, by providing Canadians with the knowledge they need to achieve financial independence.

We equip employees with the tools they need to put a financial plan in place for themselves.

Reduce employee financial distress

Studies show that companies that implement financial education programs…

Increase employee engagement

Reduce direct costs associated with low levels of financial wellness

5 in 10

WORKING CANADIANS
Admit that financial stress affects their performance at work.

MORE DISTRACTED
Financially stressed employees are 5 times more likely to be distracted at work.

5X

OF EMPLOYEES
Are interested in financial education programs in the workplace.

84%

Proudly Canadian, we offer our services across Canada.

We will work with you to customize a financial education plan that best suits your needs, and most importantly, those of your employees. Our sessions typically take half a day.

Our program is available:

On-Site

Online

In English & French

How to Budget

Goal Setting

Understanding Credit

Debt Management

Savings & Investments

Learn How to Invest

How to Build a Portfolio

Owning a Home

Starting a Family

Retirement Planning

Insurance Planning

Estate Planning

Meet Brandon, our founder

Brandon holds an MBA in Entrepreneurship and Business Strategy from Tel Aviv University and has over 15 years of combined experience working in the Canadian financial services industry and designing and facilitating training and education workshops. Throughout his career, he has helped thousands of individuals with their personal finances, and hundreds of small and medium sized businesses with their human capital.

We believe in giving back to the community.

We believe in a world where every person, regardless of sexual orientation and gender identity, can achieve their full potential, free from discrimination and bias. 

Diversity and inclusion are part of our core values, which is why we will donate 5% of your investment in your employees to Egale, Canada’s leading organization for LGBTQI2S people and issues.