Jim is the founder and CEO of his company The Think Box.  Think Box specializes in putting financial education programs in the workplace.  We cater to employers who care about the financial well being of their employees.  We are the perfect complement to both existing wellness programs, as will as Group Retirement Programs like pensions and Group RRSP programs. We take ordinary Group Retirement Plans and turn them into exceptional ones by providing fun, engaging and unique education programs.

We simply take employee education and service to a new level.  We help employers and their businesses by delivering financial education programs that employees rave about.  To learn more about what makes an exceptional retirement education program, click here.

Financial Education Programs

Our Financial Eduction in the Workplace Programs are the best in the industry.  Although we have four core programs to fit the needs of each employer, we can really customized any program accordingly.

1. Our most popular program is the Retire Happy Program:  How to make Retirement the best years of your life.  This program really walks you employees through the framework of creating a retirement plan from beginning to end.  This is not your typical retirement planning workshop that focuses on buying RRSPs and investing your money.  This workshop is truly comprehensive and incorporates both the lifestyle and financial components of retirement planning. To learn more, click here

2. Investing is not Rocket Science is a program that helps employees engage in their retirement investments.  Most advisors and group plans encourage people to buy and hold and never worry about their money.  Our program teaches employees the opposite.  We teach them why it's critically important to engage in their portfolio because no one cares about your money more than you.  We teach employees that investing is not rocket science and the mechanics to developing a framework for investing that makes sense and is actually easy to manage.  For those employees that work with their own advisors, we also teach how to better work with advisors to maximize results in their portfolios.

3. Take control of your money is a general personal finance program that teaches your employees the seven key habits to financial control and stability.  We believe everyone has the ability to achive financial success because success simply comes from developing good money habits as opposed to the bad ones.  Are you practicing good money habits?  This program will help you look at all aspects of your financial life including banking, budgeting, debt, investing, insurance, taxes, and much more.

4. Estate Planning is often misunderstood.  People think it's something you do when you are older or have lots of money.  This program dispels those myths and gets people thinking about their own lives.  Estate Planning is all about the people you love.  It's about your spouse, your kids, grandkids, siblings, etc.  Estate planning is really about covering your bases for unfortunate and unforeseen events and not just death. To check out uur program Estate planning: Money, Memories and Loved Ones, click here.

Group Retirement Consulting

More recently, we have expanded our services to include designing, implement and consulting on Employer Sponsored Group Retirement Plans like Group RRSPs and Pension Plans.  In doing so, we are in a unique position to combine our value added education programs to turn ordinary plans and make them exceptional.

If you are a business owner, controller or a human resource executive and your group retirement plan has not been reviewed for quite sometime, call us for a 27 point check-up to see if your employer sponsored retirement plan lives up to our standards of an exceptional plan.  We are so confident in our offerings and competitiveness that we'll come out and do this check-up for no cost and no obligation.