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

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