We take employee education to a new level.  For the past 15 years, Jim has had a passion for teaching people about money.  Through his company Think Box, Jim specializes in Financial Education not only for individuals but also for businesses.

We believe there is a huge benefit for employers who think outside the box when it comes to traditional Group Retirement Plans.  Now his Group Retirement Plan clients can access his articles, workshops, books, newsletters, software, tools for little to no additional cost.

So where’s the catch?  There is none.  We have all the tools, programs and information to implement a top notch education program with your existing group plan.  Just call us to see the value added we can provide.

Financial Workshops and Seminars

We have been delivering unbiased financial workshops and seminars in the workplace for over 15 years.  Because we do not sell products, employers have the comfort of knowing the workshops are education focused instead of sales oriented.  Our workshops can be custom tailored to every employers unique needs.  They can be as short as 1 hour over lunch or multiple day workshops for more comprehension. Click here to read more about about our Financial Education in the Workplace Programs

Web-based tools for employee education

Not everyone learns the same way.  There is a new way of learning through the internet.  With our web presence and experience, we are able to help employers design, develop and implement web based information and capture the different forms of media available on the web including audio, video, blogging, articles and forums.  Web-based learning programs can be complex but we believe simple is more effective.

Employee communication strategies

Simple communication can go a really long way when it comes to Group Retirement Plans.  We can help employers develop exceptional communication strategies including newsletters (paper or electronic) and email strategies.

Financial Assistance Programs

Money can be a big source of stress.  Employees who need help urgently can take advantage of our virtual financial assistance program (FAP).  We have a team of experienced, qualified professionals to help employees when they need help with thier money. The service is confidential and responsive.

Individual Fee only planning and consulting

We are one of the few companies in Canada that offer individual consultations without trying to sell products.  As a result, we enhance objectivity by removing the conflict of interest that can exist with those that get compensated by selling products.  Although our focus is providing education and advice and not selling financial products, we have a link to a network of exceptional financial advisors with their CFPs, who can implement plans and manage people’s money.

Contact us to see how we can enhance your group plan and make it exceptional