Partnering with clients to bring their employees CWB Wealth Wellness at Work
CWB Wealth offers a customized suite of resources to clients to enhance the financial and overall well-being of their employees. CWB Wealth Wellness at Work offers:
ProsperiGuide (1)
Coaching (2)
Our one-stop digital personal finance platform designed to give employees the knowledge, tools, and confidence to address all their financial planning questions, and complements our clients’ existing employee benefits plans. Available to: All employees of client businesses Delivery : Virtual Benefits: • Increase financial literacy • Set short- and long-term goals, and track progress
Support employees to attain financial wellness through simplified, core learnings that help improve decision making, leading to better life outcomes. Available to: All employees of client businesses Delivery : Virtual and in-person seminars Benefits:
• Reduce stress, absenteeism, and healthcare costs • Increase employee appreciation, engagement, and productivity
• Receive feedback and insights on employees’ needs and utilization • Integrated workforce planning
Planning (3)
Counselling (3)
Provide proactive, comprehensive planning and guided implementation through one-on-one relationships to help executives meet their financial needs while satisfying regulatory expectations. Available to: Executives of client businesses Delivery : One-on-one in-person, virtual and phone sessions Benefits:
Help employees to build wealth, protect assets, and make well-informed decisions about their expanded Compensation and Benefits programs. Available to: Emerging leaders and director level employees of client businesses Delivery : One-on-one virtual and phone sessions Benefits: • Retain emerging leaders • Improve understanding and use of a more robust Compensation and Benefits plan • An extension of, and sounding board to, the Benefits team
• Give valuable time back to executives so they can focus on the business • Cultivate a deeper appreciation for your Executive Compensation and Benefits plan • Mitigate corporate risk by ensuring executives are compliant from a tax and regulatory perspective
• Sophisticated solutions that help save time and offer reassurance. I.e., service provider coordination, advance risk management, and legacy preservation strategies
(1) Available to Group Savings clients and corporate clients. (2) Ask a Planner service provides the opportunity to book a 30-minute session with a financial advisor and is currently available to Group Savings clients. The service will be expanded to corporate clients in 2024. (3) Available to corporate clients.
24 2023 SUSTAINABILITY REPORT AND PUBLIC ACCOUNTABILITY STATEMENT
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