Financial Wellness Program : Healthier, more powerful organizations
Improve overall employee health
Contribute to an outstanding workplace culture that fosters well-being and productivity
Based on best practices from the Financial Consumer Agency of Canada (FCAC)
What is a Financial wellness program?
A Financial Wellness Program is designed to support employees in managing their financial health. By integrating a Financial Wellness Program, your employees will be able to access educational resources, personalized advice and adapted savings solutions, at every stage of their lives.
Setting up a Financial Wellness Program will :
• Increase your employees’ performance;
• Support your human resources department with ongoing support from our team;
• Strengthen employee commitment by providing ongoing coaching;
• Attract top talent by positioning yourself as an employer of choice.
THE VALEO+ FINANCIAL WELLNESS PROGRAM
Simple, efficient set-up process
Implementing the program in your environment is easy. Throughout the process, you will be guided and supported by our expert advisors. They will make any recommendations necessary to maximize the program’s impact on your organizational health.
We will support you at every stage
Our employee benefits experts will become your strategic allies. Once your organizational goals and employee needs have been defined, our advisors will go ahead with any modifications required to optimize your plans.
Personal coaching
One of the major distinguishing features of our program is the personal coaching provided to your members. Our team of financial coaches will be available to you and will step in during the year to create a real impact on the financial habits of your teams.
Our activities and ongoing involvement
• In-person and virtual meetings
• Group sessions
• Individual sessions
• Lunch-and-learn sessions
• Video training
Simple, efficient set-up process
Implementing the program in your environment is easy. Throughout the process, you will be guided and supported by our expert advisors. They will make any recommendations necessary to maximize the program’s impact on your organizational health.
We will support you at every stage
Our employee benefits experts will become your strategic allies. Once your organizational goals and employee needs have been defined, our advisors will go ahead with any modifications required to optimize your plans.
Personal coaching
One of the major distinguishing features of our program is the personal coaching provided to your members. Our team of financial coaches will be available to you and will step in during the year to create a real impact on the financial habits of your teams.
Our activities and ongoing involvement
• In-person and virtual meetings
• Group sessions
• Individual sessions
• Lunch-and-learn sessions
• Video training
Clear, detailed data and reports
Our program is notable for the power of its proven analytical tools, providing you with the customized information you need to track, compare and evaluate the performance of your benefit program.
Measure and adapt
We are able to provide you with a complete dashboard of your members' development. Our V+ Financial Health Index is one of the invaluable tools developed specifically to allow you to measure your employees' financial health as it evolves, and thus quantify the impact of our initiatives.
Effective communication plan
Our team works with you to implement a communication plan to promote your financial wellness program. Our goal is to make your employees fully aware of the added value they receive through the program, thus ensuring a positive return on investment and raising the profile of your employer brand.
Maximize the impact of your program
By working with us, you benefit from a marketing force that includes all the promotional/operational materials already developed to proactively reach out to your employees to encourage buy-in and maximize the value of your program.
Clear, detailed data and reports
Our program is notable for the power of its proven analytical tools, providing you with the customized information you need to track, compare and evaluate the performance of your benefit program.
Measure and adapt
We are able to provide you with a complete dashboard of your members' development. Our V+ Financial Health Index is one of the invaluable tools developed specifically to allow you to measure your employees' financial health as it evolves, and thus quantify the impact of our initiatives.
Effective communication plan
Our team works with you to implement a communication plan to promote your financial wellness program. Our goal is to make your employees fully aware of the added value they receive through the program, thus ensuring a positive return on investment and raising the profile of your employer brand.
Maximize the impact of your program
By working with us, you benefit from a marketing force that includes all the promotional/operational materials already developed to proactively reach out to your employees to encourage buy-in and maximize the value of your program.
Discover a Case Study
MONEY: THE MAIN CAUSE OF STRESS FOR CANADIANS
According to a recent survey by FP Canada*, a non-profit organization, money remains the main cause of stress among Canadians, outweighing personal health, work and relationships. This makes it imperative to spend time on this area to support our employees’ well-being.
*2021 Financial Stress Index – FP Canada
OBJECTIVES
Our objectives as a consultant
Become your key partner to facilitate day-to-day task management
Contribute to your employees’ enrichment through our financial education program and appropriate, high-performance investments
Promote your employer brand by ensuring the best visibility for employee total compensation
Provide management of an optimal and flexible program based on your needs over time
Your objectives as an employer
Improve not only your employees’ financial wellness, but their physical and mental health as well
Provide a challenging and enjoyable work experience that promotes growth
Offer employees a financial education program to help them achieve financial success
Maximize the return on investment for each dollar invested in your employees’ total compensation
QUEBEC CITY
725 Lebourgneuf Blvd., Suite 401
Quebec City, Quebec G2J 0C4
(418) 658-7382
MONTREAL
6400 Auteuil Ave., Suite 300
Brossard, Quebec J45 3PZ
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1 844 893-7376
