Financial Wellness Events In Ontario

Do you want to increase workforce productivity? 

Financial wellness can provide a significant ROI. 

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

With custom-targeted ads, credit card tap, and one-click ordering, expense management is more challenging than ever. 

Jake Furlan, BEng, MBA, AFCC®

Hi, I’m Jake. I help people eliminate financial stress to improve their capacity. I reach over 10,000 people per month with educational content. 

Picture of Jake, Founder of Wealthy Corner

I would love to visit your organization and deliver a wellness event. 

Book a Financial 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 delivered presentation, including question periods after each topic.

Price includes consulting time, custom speech design, and travel/meals in the GTA or Ottawa. Subtract $400 for virtual events. 

Starting at $1,450  

Workshops

Interactive activity-based workshops ideal for groups of 8 – 20 people. A learn-do-review approach optimizes learning outcomes.

Price includes consulting time, custom designed activities and travel/meals for on-site visits in the GTA or Ottawa.  Subtract $400 for virtual events. 

Starting at $1,850

Reviews

Jake’s presentation for the Toronto Police Service was professional, informative and, most of all, engaging! Speaking about finances can be dull, but Jake was able to simplify confusing concepts and make them relatable! In preparation for the event, Jake researched his intended audience and carefully curated his presentation so that it was most helpful to TPS members. He asked the right questions in advance of his presentation and was always prompt to reply to my thoughts with his suggestions. Jake made coming to talk to a group of Toronto Police officers look easy. Thank you Jake – we are already looking to plan Part 2!
Emily Simpson, Project Manager, Toronto Police Service Wellness Unit
Emily Simpson, Project Manager, Toronto Police Service Wellness Unit

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