1. Home
  2. How We Serve
  3. Wellness at Work
Employees clapping and smiling

Reduce your team’s stress by providing customized financial well-being services in the workplace

38% of Canadians say money is their number one source of stress (FP).1

The most successful organizations help employees live their best lives through benefit programs that provide security for themselves and their families. By giving your team the support and tools to do their best work, employees feel rewarded and appreciated. It also shows your team that your organization is invested in their overall health, as well as their future.

A Gallup poll found that highly engaged employees show 21% greater profitability due to a 41% reduction in absenteeism and 59% less turnover.2

Giving your company an edge, we offer a customized suite of resources to enhance the financial and overall well-being of your employees.

Executive financial counselling
We provide executives with top-tier financial planning and tax services that increase the value of their total benefits package. The convenience of having a professional financial planner proactively managing your executives’ finances and taxes lowers their stress and helps mitigate risk, freeing them up to be engaged and focused on work.

Financial education
Employers are now taking a greater responsibility in providing their employees with financial education to increase their overall well-being. Managing debt, investments and retirement plans can be challenging for anyone, especially during periods of market turbulence. Employees who are more confident about their own financial wellness are less vulnerable to outside stress, and can better focus on their everyday roles, responsibilities, and tasks at work. Our financial literacy program includes one-on-one coaching, webinars, and self-serve digital tools.

Group savings program
Help your employees save for their future! With a proven history of performance and stability, our CWB Group Savings Program is an efficient and effective strategy to attract and retain talent. Your employees will gain access to a suite of professional managed investment funds, where we’ll guide them through their investment profile and portfolio set up, ensuring alignment to their financial goals and risk appetite. Plan members will also receive regular reports and portfolio reviews. The program also offers a robust financial wellness program focused on your employees overall financial well-being. The service includes access to a digital tool, webinars and virtual counselling.

ProsperiGuide is our one-stop personal finance platform designed to give your employees the knowledge, tools, and confidence to address all of their financial planning questions. Designed to complement your employee benefits plan, ProsperiGuide is a digital e-learning tool with features that help employees increase their financial literacy, set short- and long-term goals, and track their progress.

Click here for an introduction to this comprehensive educational resource.


1 2022 FP Canada™ Financial Stress Index, A Survey By Leger, June 2022
2 Employee Engagement vs. Employee Satisfaction and Organizational Culture, A Survey By Gallup, April 2017