Lunch and Learn

Employers use Lunch and Learn sessions as part of their commitment to employee financial education. Our
seminars facilitate a presentation on a specific topic.

In today’s fast-paced business climate, it is often not feasible for employers to have their employees away from the
workplace for more than a short period of time. As such, we designed corporate ‘Lunch and Learn’ seminars, specifically
designed to facilitate a one-hour presentation in the workplace on a specific topic of interest. Many employers use these
sessions as part of their ongoing commitment to employee education.

While our programs can be designed to suit your company’s specific needs, some popular topics are:

  • Tax tips for completing your tax returns
  • Asset Allocation
  • RESPs and funding for children’s education
  • RRSPs/TFSAs
  • Retirement Income Strategies
  • Estate Planning
  • DB and DC Pension Plans
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