Financial Wellness Seminars
Are you looking for a presentation for your staff that’s truly 
unique and impactful? Our money management talks are designed to boost your team’s productivity, engagement, and happiness—all while giving them practical, easy-to-use financial knowledge they’ll appreciate. With a 100% recommendation rating, we’re committed to delivering sessions that employees genuinely enjoy and value, leaving them feeling empowered and grateful for the opportunity. Give your team a presentation experience they won’t find anywhere else!
“Steve Bridge’s presentation at MNP on Financial Wellness was terrific! I appreciated the informative and useful content he presented. He’s an excellent speaker; he was engaging with the audience, combining humour and knowledge to provide useful takeaways to implement in my day-to-day. I left his presentation feeling informed and motivated to stay on top of my financial wellness plan.”
-Rachel R., MNP Accounting
Steve Bridge is a financial literacy expert specializing in workplace seminars. He provides knowledge, tools, and strategies to address this stress directly, resulting in individuals improving their workplace productivity and overall well-being.
To help you better understand his approach, please click here to see his speaker kit or email steve@moneycoachescanada.ca or info@moneycoachescanada.ca.
“This was honestly the best event I’ve attended so far for Wellapalooza (CRA). Finances are such an important topic, and this presentation was wonderful!”
-Kristen E.
When your team is financially confident, they’re less stressed and more focused at work. Research shows that financially well employees are more productive, have better attendance, and are more engaged. By investing in their financial wellness, you’re creating a happier, healthier, and more productive workplace.
What sets us apart:
Straightforward, Advice-Only Learning: As advice-only planners, we sell no financial products. This means your employees get objective advice, free of any sales pitch or conflict of interest.
Your Interests First: We’re here to put your employees’ best interests first and genuinely care about your employees’ financial well-being.
Over A Decade of Experience: With more than 10 years of hands-on experience in financial and retirement planning, we know the challenges people face. While most planners focus on selling insurance or investments, we focus on education so people can understand their options and make decisions in their best interest.
Approachable and Enjoyable: We bring energy, humour, and engaging insights to each session, making financial literacy practical, useful and even fun.
“That was excellent. I thought I was already relatively financially savvy, but I’ve come away with some great ideas for how to improve.”
-Caitlin D.
“Steve conducted our inaugural virtual financial wellness session to 
accommodate our members spread across the province. The three-hour session kept the attendees engaged, and the pace was just right, allowing everyone to participate in discussions and ask questions. The session’s historical and statistical information was presented as strong supporting evidence for developing financial plans without being overwhelming. I received positive feedback from many participants who found the session informative and worthwhile.”
-Margaret B., Director, Retirement Services, Alberta Municipalities
Your Money Map Coaching Program
Do you struggle with how to balance your money, your business and your life goals and priorities?
Introducing an innovative Women’s Financial Learning Centre® coaching series designed to help you plan and organize your money so you can create your ideal life and business.
