Providing financial benefits and perks to your employees has never been more important. Financial benefits, like group savings plans, give employees peace of mind while making them more productive and loyal.
After surveying 500+ Wealthsimple clients, we will share their perspective on financial benefits and how to improve yours.
At the end of the webinar, everyone will be given access to Wealthsimple for Business’ quarterly report on financial wellness at work.
Learning Objectives:
- What are financial benefits
- What are different ways they are offered
- What are trends or changes in financial benefits
- What do employees want in financial benefits
Speaker(s):
Evan Hallward & Shruti Dabas
Evan Hallward leads Product Marketing for Wealthsimple for Business, researching and promoting best practices for financial wellness programs. He previously co-founded Aboard, an employee onboarding automation platform.
Shruti Dabas is a Senior Advisor at Wealthsimple, bringing nearly a decade of experience in the financial services industry to her role. As a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM), she has helped hundreds of clients navigate their financial journeys with expert guidance and personalized strategies.