About this session
A configurable Canadian financial-wellness program combining practical everyday money skills with locally relevant education on employee benefits, workplace pensions, TFSA, RRSP, FHSA, investing, taxes, credit, first-home finances and education funding.
Employers choose the modules, depth and cadence that best fit their workforce.
What your people take away
- Choose the Canadian financial-wellness topics most relevant to employees
- Connect everyday money with workplace pensions and employee benefits
- Build confidence around TFSA, RRSP, FHSA and Canadian investing
- Add locally relevant tax, credit, homebuying and education-finance education
- Localize province, territory and Quebec context where it materially changes the answer
- Measure engagement and confidence without collecting personal financial data
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- What each length covers, 30 minutes to full day
- Everything that’s covered, part by part
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What each length covers
30 minutes
30 Minutes — Key Points: Everyday moneyA focused 30-minute session on the essentials of Everyday money: money Foundations & Financial Goals: Canada and cost of Living & Financial Resilience: Canada.
- Money Foundations & Financial Goals: Canada
- Cost of Living & Financial Resilience: Canada
Covers Everyday money, in brief.
60 minutes
60 Minutes — Module 1: Everyday moneyParticipants start with everyday money: build a practical everyday money system around Canadian take-home pay, recurring costs, savings and financial goals.
- Module 1: Everyday money
- Live Q&A
Covers 1 of 4 parts: Everyday money.
90 minutes
90 Minutes — Modules 1 and 2: Money through workBuilds on the 60-minute session. Participants also go deeper into money through work.
- Module 1: Everyday money
- Module 2: Money through work
- Live Q&A
Covers 2 of 4 parts: Everyday money and Money through work.
3 hours
3 Hours — Modules 1 to 3: Saving, tax, borrowing and family goalsBuilds on the 90-minute session. Participants also go deeper into saving, tax, borrowing and family goals.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Saving, tax, borrowing and family goals
- Live Q&A
Covers 3 of 4 parts: Everyday money, Money through work and Saving, tax, borrowing and family goals.
Full day
Full Day — The Complete ProgramAll four modules in depth, from the first module through every deep dive, with time for each person to map what applies to them and the actions to take next.
- Module 1: Everyday money
- Module 2: Money through work
- Module 3: Saving, tax, borrowing and family goals
- Module 4: Later life and bigger costs
- Live Q&A
Covers all 4 parts.
What’s covered
Everyday money
Every length- Money Foundations & Financial Goals: CanadaBuild a practical everyday money system around Canadian take-home pay, recurring costs, savings and financial goals.
- Cost of Living & Financial Resilience: CanadaRespond to pressure from housing, food, transport, childcare, insurance and other essential costs while building greater financial flexibility.
Money through work
90 minutes and longer- Employee Benefits: CanadaUnderstand what the employer already provides, how workplace coverage complements Canadian public systems and what employees need to do to actually use their benefits.
- Workplace Retirement & Pensions: CPP/QPP, Employer Pensions & Group RRSPsUnderstand the different retirement layers connected to working in Canada without treating CPP, workplace pensions and personal RRSPs as the same thing.
Saving, tax, borrowing and family goals
3 hours and longer- Saving & Investing in Canada: TFSA, RRSP, FHSA & Investment ChoicesSeparate Canadian account structures from the investments held inside them and understand the different jobs TFSA, RRSP, FHSA and non-registered accounts can perform.
- Taxes, Paychecks & Registered Accounts: CanadaMake Canadian payroll and tax easier to understand, including federal and provincial deductions, CPP/QPP, EI/QPIP and the tax role of registered accounts.
- Credit, Debt & Borrowing in CanadaUnderstand Canadian credit reports, borrowing costs and repayment decisions without chasing a single credit-score number.
- First Home Financial Planning: CanadaBuild the complete Canadian first-home picture — from FHSA and down payment to mortgage qualification, closing costs and cash left after possession.
- Education & Family Finance: RESPs, Grants & Student AidUnderstand Canadian education-savings and student-finance routes, from RESPs and government incentives to grants, loans and employer education support.
Later life and bigger costs
Full day only- Retirement Planning - Canada: RRSP and TFSA OptimizationGo deeper into Canadian retirement planning across public pensions, workplace arrangements, RRSPs, TFSAs and longer-term retirement strategy.
- Healthcare Financial Planning - CanadaGo deeper into provincial healthcare, employer supplementary coverage and the costs that can remain outside public and workplace plans.
- Government Benefits: CanadaUnderstand the Canadian public-benefit systems that may become relevant during different life, family, health and employment circumstances.
- Understanding Share Schemes and Equity Compensation - CanadaUnderstand employee shares, stock options and other equity compensation within the Canadian employment and tax environment.
Tools and materials
- Participant worksheets and private action tools
Who it’s for
- Canadian HR, Benefits and Total Rewards teams
- National employers operating across several provinces or territories
- Organizations with both Quebec and non-Quebec employee populations
- Graduate and early-career financial-wellness programs
- Mid-career and family financial-wellness programs
- Benefits-awareness and total-reward campaigns
- Retirement and workplace-pension awareness programs
- First-home, education and major-life-goal financial education
How booking works
- Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
- Pick a date. Choose a date at least 14 days ahead, or book now and set the date later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
- Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
- We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.
Questions about Financial Wellness Program: Canada
How long is Financial Wellness Program: Canada?
Financial Wellness Program: Canada runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Everyday money: money Foundations & Financial Goals: Canada and cost of Living & Financial Resilience: Canada. A 60-minute session covers Everyday money in full, with a live Q&A. A 90-minute session adds Money through work. A 3-hour session adds Saving, tax, borrowing and family goals. A full-day session adds Later life and bigger costs.
Can Financial Wellness Program: Canada be delivered online or in person?
Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.
How do we book Financial Wellness Program: Canada?
Create a free Workbliss profile with your work email, then open Financial Wellness Program: Canada to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later. Need it sooner? Email hello@workbliss.ai and we’ll see what we can do.
Who leads the session?
A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.
Can it be tailored to our company?
Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.