Community Involvement

Our primary focus is on giving financial guidance to youth, Indigenous peoples, seniors and new Canadians who have very real challenges and unique needs when it comes to financial planning literacy and confidence.

Partnerships and programs

Imagine Canada Caring Company

Imagine Canada Caring Company

As a founding member we gave more than $6.8 million nationally in 2017

Alzheimer Society of Canada

Alzheimer Society of Canada

Title sponsor of nearly 300 walks in communities across Canada each year.

Canadian Foundation for Economic Education (CFEE)

Canadian Foundation for Economic Education (CFEE)

Distributed more than 500,000 copies of the money & Youth workbook to youth across Canada

Regional & Local Support

Provide regional and local community programs empowering our offices, consultants and employees to give back in ways meaningful to them.

Alzheimer Walk