Benefits Canada explains that the ideal financial education program is comprehensive, systematic, easy to use, multi-platform, and interactive. We offer a variety of financial education services solutions to fulfill the needs of your organization and your employees.
Offer your employees peace of mind with 24/7 access to iAcquaint, our online financial education and counseling service. Your employees have the luxury of learning at their own pace, using a program that is customizable to suit their own unique learning style and level of financial knowledge.
Create a debt reduction or
comprehensive financial plan
Explore customized learning
plans suited to their personal
situation and learning style
Identify how to address common
life events like saving for retirement,
losing a job, caring for an aging
relative, buying a home, and more
Watch financial planning videos
Complete a holistic financial health
assessment & receive a customized
Learn how to reduce their debt,
create a budget that works, and
ensure their retirement is on track
Ask an expert their financial
Use financial modeling
tools, read articles, and find
important financial information
Financial planning can be daunting. Empower your employees to make informed financial decisions with the help of our financial education and literacy seminars.
This program is for those aged 25-35 focuses on topic relevant to what Forbes reports as the age group under the most financial stress.
In this 1/2-day program employees will learn:
This program is for those aged 35-50 offers useful plans for saving and budgeting for a demographic whose number one reason to delay retirement is not having enough money in savings.
In this 1-day program employees will learn:
This program is for those aged 50+ provides useful information for employees who are or would like to be on their way to retirement.
In this 1-day or 2-day program employees will learn:
Financial Planning 101
Your employees deserve honest, unbiased financial planning and education,
not a sales pitch. Because Acquaint does not sell financial products, you can
be confident that your employees will receive high quality, objective help,
personalized for their financial needs.
Sometimes only a personal touch will do. Our one-on-one financial
planning and counseling services can help employees when they need to
make informed lifelong financial decisions. Some situations include early
retirement windows, layoffs & downsizing, selecting group retirement plan
options, short-term or long-term disability, addictions leading to financial
distress, and more.
Our 1-on-1 financial planning services can be delivered on an hourly basis
or by mandate. The service is offered both on and off-site.
Financial emergencies and concerns often arise unexpectedly and at the least
convenient times. Thankfully, confidential and reliable help for your employees
is just a phone call away.
Our Financial Hotline is available when your employees need help the most,
providing timely professional assistance from our knowledgeable staff before
financial concerns can become financial disasters.
Often, an employee is embarrassed to seek assistance about their personal financial
circumstances at work because they feel that it might negatively reflect upon their
standingwith their employer. Times of personal financial crisis may lead to low levels
of productivity and the use of valuable company time by your employees as they
search for solutions to their problems.