We're here to help employees keep more of their money, escape debt, and improve their overall financial wellness. We value transparency and honesty above all else.
It's in the name; Bene = Beneficial, Fi = Finance.
Patrick has spent his career helping companies like Canada Life, Humana, Aviva, RBC , and others, understand and succeed in new markets and categories.
Patrick has substantial experience creating engaging experiences, disruptive products, and driving revenue growth in the fintech and insurtech industries.
Charles led the led the startup and growth of a new division of MedTech business, including all business development, operations, and workflow planning processes
Built brand new division to $10M in annual sales and 53 staff members within four years.
Owns patented technology (US 20180080581 A1).
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 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.
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.