Financial Wellness Events In Ontario
Have you ever sat in a team meeting and thought: “How is everyone is doing?” Statistically, financial stress is the most common stressor in the group.

Jake Furlan, BEng, MBA, AFCC®
Hi, I’m Jake. I help over 10,000 people per month improve their capacity by growing their financial health and wealth.

Inquire About a Wellness Event
Please provide a brief outline of your ideal event, including the following:
- Approximate group size
- Duration of the workshop or speaking engagement
- Location
I will work with you to curate a workshop or speaking engagement for the unique needs of your workforce.
Speaking Engagements
One to three-hour custom-designed presentation, including question periods after each topic.
Price includes consulting time and custom presentation design. Add $400 for on-site events in the GTA, Ottawa or Montreal.
Starting at $1,150
Workshops
Interactive activity-based workshops, ideal for groups of 8 – 20 people. A learn-do-review approach optimizes learning outcomes.
Price includes consulting time and custom-designed activities. Add $400 for on-site events in the GTA, Ottawa or Montreal.
Starting at $1,450
**Only five spots remain in 2023.
Reviews

Workshop Topics
I can cover the following topics:
- Debt management
- Investing
- Psychology of Spending
- Cashflow management (i.e. budgeting)
- TFSA/RRSP/RESP Use
- Financial Goal Setting