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. 

Bar chart showing money stress in Canada for persons under age 55 in 2022

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. 

Picture of Jake, Founder of Wealthy Corner

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