Financial Wellness Seminars

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.

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 or

“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.”

Kathy Crosier
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.”

Drew A


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.

Find Out More