We make better employees
We help employers attract, retain, and engage employees, by improving their financial wellness. We're on a mission to help Canadians escape consumer debt.
About Us
Financial Wellness Matters!
Multiple studies state that financial wellness is linked to employee productivity, absenteeism, and the demand for your other group benefits. It's costly for your business to neglect the financial well-being of your employees. .
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.
About the name
Bene = group benefit, Fi = financial, and Beneficent = to commit acts that are kind or having a positive impact.
Advisory Team
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Sean Peasgood CEO, Sophic Capital
Paul Sy, Head of Market Planning, Transunion
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
Paul Sy, Head of Market Planning, Transunion
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.
Paul Sy, Head of Market Planning, Transunion
Paul Sy, Head of Market Planning, Transunion
Paul Sy, Head of Market Planning, Transunion
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
Gary Schwartz, Co-founder and President, Canadian Lenders Association
Paul Sy, Head of Market Planning, Transunion
Rona is the founder of Caring for Clients, one of Canada’s first Fee Only Financial Planning and Wealth Management firms established 20 years ago. 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 four years running.
Rona was recently named
Rona is the founder of Caring for Clients, one of Canada’s first Fee Only Financial Planning and Wealth Management firms established 20 years ago. 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 four years running.
Rona was recently named a Woman of Influence in financial services. Rona also kickstarted the launch of Viviplan, a technology driven, low-cost fee only financial planning platform.
Rona is a guest personal finance columnist for The Medical Post and MoneySaver Magazine.
Rona is frequently contacted by the media as a resource on a wide range of financial planning subjects.
Gary Schwartz, Co-founder and President, Canadian Lenders Association
Gary Schwartz, Co-founder and President, Canadian Lenders Association
Gary Schwartz, Co-founder and President, Canadian Lenders Association
Over the past 20 years, Gary has played a leadership role in the high-tech industry founding, investing and managing a number of companies in the health, marketing, social media, blockchain and financial sectors.
He is a six-time recipient of the Deloitte Fast 50 Award and was recognized as the "2013 Mobile Commerce Evangelist of the Y
Over the past 20 years, Gary has played a leadership role in the high-tech industry founding, investing and managing a number of companies in the health, marketing, social media, blockchain and financial sectors.
He is a six-time recipient of the Deloitte Fast 50 Award and was recognized as the "2013 Mobile Commerce Evangelist of the Year" and "2014 US Retail Innovator of the Year."
Gary is an award-winning author, as well as the president of the Canadian Lenders Association and and Global Director of the Location-Based Marketing Association. Gary is alumnus of Columbia University in New York and the Stanford University Center in Yokohama, where he was the recipient of the Asia and Japan Foundation Fellowships.
http://www.ifthingscouldspeak.com/about/
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