WORKPLACE

1 to 1 Financial Advice to every employee

Help your employees live happier and healthier financial lives.

The financial wellness benefit that makes it easy to elevate your employees work experience.

Your employees financial health is mission critical

32%

of Canadians faced excessive stress in trying to maintain a budget.

2016 Sun Life Canadian Health Index Survey

47%

among employees earning $100,000 or more per year, 47% are stressed about their finances.

PwC's 2023 Employee Financial Wellness Survey

31%

of Canadians were stressed by unexpected expenses

2016 Sun Life Canadian Health Index Survey

57%

of employees say finances are the top cause of stress in their lives.

PwC's 2023 Employee Financial Wellness Survey

81%

of employers say financial wellness tools help attract higher quality employees

Bank of America, 12th annual Workplace Benefits Report, “Navigating a New Era of Financial Wellness.”

56%

of employees say financial stress and money worries have had a negative impact on sleep

PwC's 2023 Employee Financial Wellness Survey

85%

of companies indicated that financial wellbeing initiatives had either a large impact or a small impact on employees’ mental, emotional and social wellbeing.

6th annual Financial Wellbeing Employer Survey, Oct 19, 2023, Employee Benefit Research Institute (EBRI)

80%

of employers agree that offering financial wellness support can result in more satisfied, loyal, engaged and productive employees.

Bank of America, 12th annual Workplace Benefits Report, “Navigating a New Era of Financial Wellness.”

97%

of employers feel responsible for employee financial wellness.

Bank of America, 12th annual Workplace Benefits Report, “Navigating a New Era of Financial Wellness.”

Financial wellness is the number #1 requested employee benefit

Origin, 2023, ALM BenefitsPRO Broker Expo

55%

of employees say money worries have had a negative impact on their mental health.

PwC's 2023 Employee Financial Wellness Survey

45%

of Canadians were experiencing uncomfortable levels of stress related to personal or household finances.

2016 Sun Life Canadian Health Index Survey

We deliver Financial Wellness, including 3 key elements.

Financial Health: each employee has the money to meet their short-term financial obligations including planning for retirement.

Financial Well-Being: each employee is making detailed plans to meet their long-term financial obligations. Each employee has increased confidence about their financial situation, and their ability to manage it over the short- and long-term.

Financial Literacy: each employee has aquired the knowledge, skills, and confidence to manage their financial affairs on a daily basis. Becoming their own Money Yoda.

How it Works

1. Employees meet with their own Money Coach

Employees, are able to get matched with their own Money Coach for a free, confidential money discussion session. They discuss employees’ financial goals, financial challenges, solutions and more. They explain the total rewards package your company offers, if applicable. And they stay in contact for whenever money questions come up.

2. Create a personalised Financial Plan and forecast

Give employees access to powerful tools to help them make better money decisions. Work with their Money Coach to create a personlised financial forecast – to help them visualise the long-term impact of decisions today, steps to achieve their specific goals, money optimisation tips and tricks and more.

3. Prosperity Blueprint - Money Coach and AI Analysis

Your Money Coach will complete a detailed analysis with suggestions for you to review/discuss - a Prosperity Blueprint. Including keys to optimising your income, automated financial framework, precision-crafted, goal-oriented financial strategy and more.

In addition to our core Money Coaching, we provide comprehensive support on all things financial.

Private & Public Pension Advice

Make sure employees are making the most of your workplace and government pensions and on track for retirement

Credit Strategy

How and what credit suits your needs ie. credit cards, home equity credit line, credit score.

Benefits Advice

Guidance maximising use of all private and government benefits, programs and perks.

Wealth Building and Investment Strategies

Investment Analysis TFSA, RRSP, RESP, ETF, passive income etc.. How decisions today can impact your future planning.

Will Writing

Pass on discounts for personal will-writing, checked by fully qualified approved lawyers.

Mortgage Advice

Analysis on current mortgage products, free support from an approved mortgage specialist.

Insurance Coverage Analysis

Insurance needs discussion as part of your personalized financial plan.

Budgeting and Money Boosters

Help employees feel more in control of their money with 1-to-1 help creating a household budget

Tax Efficiency

Tax efficiency discussion that suits your overall financial plan. Approved list of tax specialists

What does it cost for Employers?

Every employee’s financial situation is unique – just like every workplace. Get in touch to learn about the full range of pricing options we have available. We’re here to help you deliver the impact you want, at a cost that’s right for your business.

Get a Custom Quote

Contact Us Anytime!

Financial Wellness