Increase your company’s bottom line through financial education
Providing employers with financial education in the workplace in order to attract, engage, and retain top talent in today’s competitive workforce.
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.
For businesses, employee financial stress can lead to…
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%
Sources: Canadian Payroll Association & PricewaterhouseCoopers
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
Topics we cover
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.
Did you know?
Your investment into employee training may be tax deductible. We recommend seeking guidance from your CFO, accountant, or tax advisor.
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.
Get in touch to learn more
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Increase your company’s bottom line through financial education
Providing employers with financial education in the workplace in order to attract, engage, and retain top talent in today’s competitive workforce.