Independent employee financial education and counselling


	Our services can help your employees with personal financial planning.
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	Sometimes situation arise when only a tailored approach will do.
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	We work diligently to ensure our programs are met with great enthusiasm.
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Who we are

Click here to learn more about Acquaint Financial and why some of Canada's largest organizations have chosen us as their financial education partner.

President & CEO's Memo

Welcome to our website.

I invite you to browse around and send us any comments or feedback you may have. For detailed information on any of our services please contact us today and a Financial Education Specialist will be pleased to assist you. If you prefer, feel free to contact me directly by email at ashad@acquaintfinancial.com or by telephone at 905-595-1323 x331.

Your employees will thank you for it.
Asaf Shad, CFP

Interactive online financial education and
counselling

iAcquaint is our proprietary web based service designed to give employees convenient access to high quality financial education and counseling. Tailored to suit different learning styles and varying levels of financial knowledge, iAcquaint has something for everyone.

Access to iAcquaint is available 24 hours a day and 7 days a week. Your employees can access the website when they need it and as often as they wish from virtually any computer with internet access.

Over 25 financial calculators
Virtual counsellors on demand
Over 125 articles
Financial learning games, quizzes & worksheets
Learning paths
Much much more…

Unbiased financial education seminars

Our interactive and dynamic seminars leave employees empowered and determined to take control of their financial future through effective financial planning – for today and for retirement.

You can choose an existing seminar from our CareerStages™ or Lunch ‘N Learn Programs or work with an Acquaint Financial Education Specialist to tailor an agenda from our Customized Program.

We have over 25 modules to choose from and we can also customize one based on your group retirement or benefits plan.

Personalized individual financial counselling

Employees often need individual, one-on-one financial guidance. Some situations may include corporate restructuring, deciding on retirement options, downsizing, relocation or transition.

Since we do not sell any investment products you can rest assured that your employees will receive high quality fee for service financial counselling and planning – not a product sales pitch.

Responsive financial hotline

Confidential and responsive help for your employees is a simple phone call away. Our financial counselors help solve potential financial disasters at the most important time - before they arise.

Due to the responsive nature of this service, employees can get immediate help with their financial problems before they turn into larger ones, and begin affecting their work.

Staffed by financial planning professionals, our hotline goes beyond the traditional debt and credit offering and delivers full service financial planning.