EMPLOYERS
Less financial stress. More focus, confidence, and collaboration
Empower your employees with personalized financial planning and on-demand advice designed to improve focus, loyalty, and long-term satisfaction.
WHY FINANCIAL SUPPORT MATTERS
The Business Case for Financial Wellness
Money stress affects performance. It drives distraction, burnout, and turnover—costing Canadian employers an estimated $70B annually. Financially supported employees are more focused, engaged, and motivated.
0x
More likely to be distracted at work due to financial stress
0%
Admit financial stress affects their work performance
0%
3+ hours a week managing financial stress
0%
Live paycheck to paycheck.
Help your team feel confident, not confused, about money.
Financial planning shouldn’t feel out of reach. Our platform makes it easy for employees and their families to take control of their finances—with clear, unbiased advice and tools built around their goals. Whether they want to pay down debt, save for a home, or plan for retirement, they get the guidance they need to make it happen.
Simple self-serve tools and resources
Personalized plans built around real goals
Access to expert financial advisors for extra support
How It Benefits Your Business
A stronger team means a stronger bottom line.
When your employees feel financially secure, your whole business benefits. Offering a financial wellness program creates lasting impact—from improved retention to higher engagement and a stronger company culture.
Lower Turnover:
Employees who feel supported stay longer, saving your company the high costs of recruiting and retraining.
Less Pressure for Raises:
When employees feel in control of their finances, they rely less on pay increases to feel secure.
Better Focus & Productivity:
Reduced financial stress means fewer distractions and more energy spent on meaningful work.
Happier, Healthier Culture:
Financial confidence builds overall well-being—creating a more positive, motivated team.
Everything your team needs to plan with confidence.
We’ve designed a simple, flexible benefit that fits seamlessly into your company’s existing programs—giving every employee the tools and support to reach their goals.
This includes:
- Personalized financial planning platform
- Access to certified financial professionals
- Education and goal-tracking tools
- Secure, private, and easy to roll out
- Offer custom webinars for the company on financial topics
