acquaintfinancial.comIndependent employee financial education and counselling - Acquaint Financial

Toggle navigation HOME SERVICES SOLUTIONS BLOG -- ABOUT CONTACT US -- Statistics show finances as being one of the leading causes of physical and mental illness. The good news is that you can help. Click here and we'll show you how A survey by Ipsos Reid indicates that 87% of Canadians want financial education in the workplace. -- Services 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. -- -- ONLINE iAcquaint is our industry leading online financial education, planning and counseling service. Members can access videos, financial modeling tools, articles, learning modules, assessments, create a financial plan and much more. LEARN MORE SEMINARS We offer over 30 topics ranging from 1 hour Lunch 'N Learns to full two-day financial wellness and pre-retirement planning programs. LEARN MORE FINANCIAL HOTLINE Full service financial planning assistance is a simple phone call away. Staffed by professional financial planners, no concern is too small nor too complex. From trouble paying the bills to questions about retirement or investing, we're here to help. LEARN MORE 1-ON-1 FINANCIAL PLANNING There are times when only a personal touch will do. In these cases, we'll sit down with your staff and help them with anything from creating a budgeting that works to a complete retirement plan and anything in between. LEARN MORE According to a Pollara financial survey, 38% of employees report losing sleep due to financial stress. This can lead to a reduction in physical and mental health, lower productivity & even workplace accidents. Solutions The U.S. Consumer Financial Protection Bureau reports that initial studies of financial literacy or financial wellness programs in the workplace can equate their impact for both employees and employers to that of physical or mental health wellness programs. If financial education programs can be as successful in changing employee actions as health programs, companies can expect increased productivity and savings associated with reduced sick leave, disability and workers compensation costs. Increase financial literacy Increased financial literacy will help your employees make informed financial decisions on a daily basis while leaving them feeling empowered. This will alleviate both physical and mental stress which in turn will result in higher productivity and a stronger work-life balance. Reduce financial stress The Canadian Payroll Association and the Credit Counseling Society report that 64% of Canadians frequently carry credit card balance, 48% live paycheque to paycheque, and 76% feel they are falling short of their retirement savings goals. It's not hard to believe that Sun Life recently found that the top 3 drivers of excessive stress are related to finances. Our financial services and solutions help your employees reduce their financial stress which translates into happier, healthier, and more productive employees. Better understanding of your group benefits and group retirement plans As a business you wouldn't invest money in technology without an understanding of its benefits. Yet organizations spend hundreds of millions of dollars on group retirement and other plans while the members of those plans do not understand how they work or their true value. Pension plan conversion A shift in an employee's group retirement plan can often lead to confusion and frustration if they do not understand how it affects them. Our approach helps employees stay on track while focusing on the 'need-to-know' and the pros rather than the cons. Early retirement windows Our independent, unbiased & professional approach will help your employees make an informed decision on whether or not they're ready to retire. We help sort out the confusing around retirement that will probably involve various employer sponsored plans, personal registered and non-registered assets and important financial dynamics. Customized solutions We can customize a financial planning program for virtually any mandate you have. Contact us today to learn more about how we can help your employees prepare for a brighter financial future and a secure retirement. LEARN MORE Independent & Unbiased. Financial Education. Financial Planning. Financial Literacy. Copyright © 2021 NAVIGATION HOME » OUR SERVICES » OUR SOLUTIONS » BLOG » ABOUT » CONTACT US » QUICK CONTACT Copyright © 2021 × Close × Close...