financial education

Keyword: financial education

183 results found

In its sophomore year under the Employee Savings Survey banner, Benefits Canada’s annual check in with plan members about their financial priorities and the condition of their workplace savings journeys dove deeper into the demographic data. In a virtual panel discussion on March 30, industry experts shared their views on the 2026 results by exploring the […]

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While the percentage of plan members who describe their personal financial situation as significantly or somewhat better than last year decreased from 42 per cent in 2025 to 34 per cent, the percentage that describe it as significantly worse or somewhat worse has also dropped, from 26 per cent last year to 22 per cent, […]

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On average, women retire with 27 per cent less savings than men, according to a new report from Sun Life Financial Inc.  The report, based on two surveys of members in workplace retirement savings plans administered by Sun Life, found women are consistently underutilizing these plans, despite living longer and spending more years in poorer […]

  • By: Staff
  • March 26, 2026 March 25, 2026
  • 09:00

Women feel more empowered to prioritize their financial wellness in workplaces that provide a sense of purpose, inclusion and a safe space to ask questions, says Dilys D’Cruz, senior vice-president of retail and wealth at Meridian Credit Union. A September 2025 report by Meridian found 67 per cent of Canadian women felt stressed and uncertain […]

Bell Canada’s defined benefit and defined contribution pension plans are both overseen by the same pension committee. The meeting cadences differ, but the committee leans on its DB knowledge to make sure it’s addressing similar risks in the DC plan, says Robert Marchessault, the organization’s director of pensions and benefits. For the DB plan, which […]

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Nearly half (48 per cent) of Canadian employees are contributing as much as they can afford to their workplace retirement plans, but only 41 per cent believe their contributions — including employer matches — will be enough to ensure a comfortable retirement, according to a new survey by T. Rowe Price. The Canadian portion of […]

  • By: Staff
  • February 24, 2026 February 23, 2026
  • 09:00

Implementing a wellness strategy during the pandemic helped Montreal-based automotive and heavy parts distributor UAP Inc. boost employee engagement, reduce the stigma around mental health for its predominantly male workforce and improve plan members’ financial well-being. In a session during Benefits Canada’s 2025 Healthy Outcomes Conference, Geneviève Hébert (pictured right), the organization’s senior director of […]

Wealthsimple Inc. is marking Financial Literacy Month with a two-part series of information sessions on how women can build financial confidence. The sessions cover estate planning, individual and joint money management, investing, wealth building and pre-retirement strategies, says Diana McLachlan, the organization’s chief people officer. She notes the company’s overall approach to financial literacy emphasizes […]

  • By: Sonya Singh
  • November 21, 2025 November 20, 2025
  • 09:00

Many women approaching and entering retirement are seeking clearer financial guidance and more supportive environments for financial decision-making, according to a new survey by HomeEquity Bank. It found confidence in financial decision-making tends to increase with age, yet many women continue to encounter barriers rooted in literacy, confidence and cultural expectations. While 63 per cent […]

  • By: Sonya Singh
  • November 14, 2025 November 11, 2025
  • 09:00

According to MFS Investment Management’s Sean Kenney, his three sisters would all fall within the same target-date age cohort, but their lifestyles and retirement goals are completely different. His oldest sister, married with three kids, makes a middle-class income, doesn’t have a lavish lifestyle and loves being at home. Kenney’s twin sister, single with no […]