Hello
Welcome
Benefi is a transformative group benefit that improves the financial wellness of employees, by promoting debt management, financial education, and good savings habits.
Benefi works with employers for whom talent attraction, retention, and engagement, are mission-critical.
About Us
About the name
Bene = group benefit, Fi = financial, and Beneficent = to commit acts that are kind or having a positive impact.
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Looking for partners!
COVID-19 has created an unprecedented challenges for both employees and employers. Firms that lead with transparency and empathy will emerge with stronger relationships with staff than ever before. Benefi is an elegant solution for companies that are committed to helping employees navigate financial uncertainty.
Financial Wellness Matters!
Poor financial wellness in your employees is not only the leading cause of stress, but has a quantifiable impact on engagement, productivity, absenteeism, and increases the cost of other traditional group benefits.
Advisory Team
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Sean Peasgood CEO, Sophic Capital
Buddy Herold, VP, RBC Global Asset Management
Aly Dhalla - CEO and Cofounder, Finaeo
Sean is the CEO of Sophic Capital, which is a capital markets advisory firm for public and private growth companies. Sean has extensive experience developing complete capital markets strategies for companies across all stages of development.
Aly Dhalla - CEO and Cofounder, Finaeo
Buddy Herold, VP, RBC Global Asset Management
Aly Dhalla - CEO and Cofounder, Finaeo
A serial founder with multiple exits, Aly is the founder of Finaeo, which builds a digital, rockstar assistant and sales coach to help financial advisors build stronger client relationships.
Aly was recently nominated as Cisco Canada Entrepreneur of the Year.
Buddy Herold, VP, RBC Global Asset Management
Buddy Herold, VP, RBC Global Asset Management
Buddy Herold, VP, RBC Global Asset Management
A seasoned executive, Buddy is known for his exceptional business planning and negotiating skills, and the ability to develop organize and deliver successful business cases and proposals.
Paul Sy, Head of Market Planning, Transunion
Paul Sy, Head of Market Planning, Transunion
Buddy Herold, VP, RBC Global Asset Management
At TU, Paul drives revenue through the development of thought leadership and market intelligence that drive solution relevance and adoption.
Prior to TU, Paul was a banker for 15 years, primarily in credit. He has a broad range of experience in products, pricing and risk management
Rona Birenbaum, Founder, Caring for Clients
Paul Sy, Head of Market Planning, Transunion
Rona Birenbaum, Founder, Caring for Clients
Rona is the founder of Caring for Clients, one of Canada’s first Fee Only Financial Planning and Wealth Management firms.
Wealth Professional Magazine has named Caring for Clients the top Independent Firm in Canada (2017), and Rona one of the top 50 Advisors in Canada. Rona was recently named a Woman of Influence in financial services.
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