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Lunch and Learn

Treat your team to a lunch and learn they’ll actually enjoy!

Our engaging workshops clearly tackle specific financial topics, making employee financial education fun and informative.

Short on time, big on employee development? Our Lunch and Learn workshops are designed to fit seamlessly into your busy schedule. These one-hour workplace presentations cover a variety of relevant topics, keeping your employees engaged and informed without disrupting their workday. They’re perfect for employers who want to invest in their employees’ professional development without disrupting the workday.

We can tailor our programs to your company’s needs, but here are some popular topics to get you started:

  • Tax tips for completing personal tax returns
  • Asset Allocation
  • RESPs and funding for children’s education
  • RRSPs/TFSAs
  • Retirement Income Strategies
  • Estate Planning
  • DB and DC Pension Plans
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