As the nation’s leading provider of advice-only financial planning, and a brand that clients recognize and trust, we’ve developed an extensive list of financial education programs designed to empower Canadians to take control of their finances, and lead richer lives.
Our seminars can be can be customized for a group of colleagues, employees or associates, and are delivered in a variety of formats, including lunch and learns, teleconference seminars, ½ day seminars, and full day workshops. We also offer a financial coaching program for groups that can be customized for the unique needs of your party.
Please contact firstname.lastname@example.org and we’d be pleased to provide you additional details.
Steve has a detailed speaker kit that provides further details. Email him for your copy.
“Thank you so much for the wonderful session. It was very useful for our group to spend a few hours focused solely on personal finances. We appreciated that you geared the content to the needs of our group and the easy and practical financial strategies you suggested. You created a warm, welcoming environment where it was easy to ask questions and members walked away with new information and new ways to think about their finances.”
Human Resources Business Partner
Enercare – Markham, Ontario
“Steve, thank you for your presentation this morning. Every time I go to the bank or a planner, I feel like I’m out in space. What you mentioned this morning are things that make sense to me, and things I can grow on.”
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.