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Financial Wellness and Retirement Readiness 2018

2018 Event

This event featured Board research, conducted with the support of Sun Life, and provided a view into the state of financial wellness programming across Canadian organizations. It explored 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 were also discussed.

This event was designed to provide attendees with the information needed to design and implement an effective financial wellness program either on its own, or as part of an overall organizational wellness strategy.

Featured Speakers from the 2018 Event

Jennifer Elia

Jennifer Elia
Assistant Vice-President, Integrated Health Solutions
Sun Life Financial

Lisa Callaghan

Lisa Callaghan
Vice-President of Strategy, Marketing & Communications, Institutional Markets
Manulife Financial

Jiaying Zhao

Jiaying Zhao
Canada Research Chair in Behavioral Sustainability, Assistant Professor, Department of Psychology, Institute for Resources, Environment and Sustainability
University of British Columbia

Kelly Peters

Kelly Peters
Chief Executive Officer and Managing Partner
BEworks Inc.

Laurie Campbell

Laurie Campbell
Chief Executive Officer
Credit Canada


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

Founding Partner

Image of Sun Life logo


Image of Financial Consumer Agency of Canada logo

Image of Conduent logo

Image of Wills Towers Watson logo

Marketing Partner

Image of Canadian Payroll Association logo

Special Contributors

Data on the Spot logo

Image of Eckler Ltd. logo

Fitterfirst logo

Travel Partner

Image of VIA Rail Canada Inc. logo

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