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Financial Wellness and Retirement Readiness 2018

Wednesday February 21 - Thursday February 22 2018 One King West Hotel & Residence Toronto, Ontario

Conference Overview

Three important things have changed since the 2017 Financial Wellness Conference

This event has become even more important for employers than in 2017 for three simple reasons:

Firstly, Canadian household debt has increased to record levels. And while it dropped a little in relation to incomes in the second quarter, it still stood at over $1.67 for every $1.00 of disposable income.

Secondly, interest rates have finally started to rise and while no one can be sure when the next increase will come, there is consensus that we are entering a new era of rising interest rates. This will put pressure on borrowers as credit card rates rise and mortgage payments increase. It will also cost governments more to service debt, further squeezing public finances.

Thirdly, employers have become increasingly aware that financial wellness is a key part of their wellness strategy.  They see directly how financial stress is affecting absenteeism, presenteeism, productivity and engagement—and they know it is costing them money.  As a result, more and more are examining ways to help employees increase their financial literacy and provide resources to help with issues such as retirement savings and the transition to retirement, educational debt repayment and home purchase strategies.

Hear about the Conference Board’s latest research on financial wellness

This event will feature Board research, conducted with the support of Sun Life. This research will provide you with a view into the state of financial wellness programming across Canadian organizations. It explores the tools and initiatives being used and implemented by organizations, as well as the communication methods being used for dissemination of information. Challenges being encountered, next steps, and outcomes of this programming are also discussed.

This is an excellent opportunity for you to hear first hand from the researchers and benchmark your own efforts in this critical area.

Financial wellness is now the must have employee benefit program

According to the 2016 Sun Life Canadian Health index, seventy percent of employees believe that employers have a responsibility in supporting their financial health. Personal financial planning should be a key feature to make benefits plans more robust for employees. And in the US, the Center for Financial Services Innovation found that 85% or Americans are anxious about their financial situation and that one in three employees say their financial situation is a distraction at work. These figures are confirmed by a 2017 Humana study that found financial worries to be the biggest stressor for employees.

The case for action is clear—now what do you do?

This event has been designed to provide you with the information you need to design and implement an effective financial wellness program either on its own, or as part of an overall organizational wellness strategy. You will learn how to: 

  • develop the business case for action
  • address the issue of stigma—perhaps even a bigger issue here than with mental health
  • assess different approaches to employee financial wellness
  • tailor programs for different age groups
  • use nudging to get people to act
  • apply the most effective communication strategies to increase participation
  • integrate financial wellness into your overall wellness strategy
  • better prepare your employees for retirement
  • adjust your programs for different life stages
  • create programs that align with D&I in your organization

Employers need to understand the context to be effective—addressing the public policy and social issues

While increasing the focus on workplace programs to reflect greater employer interest in this issue, this event will also look at the broader societal context—a context that provides an important perspective on what happens in the workplace.

Issues that will be explored include:

  • gender differences in financial literacy
  • financial wellness and income inequality
  • the psychology of poverty and how it impacts financial decisions
  • impact of the housing boom—generational inequality
  • overall financial literacy
  • economic forecast—including the potential impact of a correction in the property market
  • retirement readiness in Canada


We’d like to thank our generous partners and sponsors for their contribution to this event.

Sunlife logo

Manulife logo



D2L logo

FCAC logo

Marketing Partner


Media Partner


The details of this event are subject to change. Please revisit this page periodically for updated information.

Full Agenda Available!

The full agenda for this event is now available.

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2017 Event

Last year's Financial Wellness event took place January 23–24, 2017 at the Marriott Eaton Centre.

Sponsor this Event!

Associate your brand with the solutions, and position your organization as a leader in its field. Connect with your top prospects, and collaborate with senior executives, practitioners, and thought leaders.

To learn more about exclusive sponsor benefits, please contact Tracie Jones at 613-862-1566 or by e-mail, or visit our Sponsorship Benefits page.

View Our Sponsors’ Websites

Sun Life Financial


Financial Consumer Agency of Canada

Marketing Partner


Media Partner

Booming Encore