Money Talks With Steve

What We Do

Looking for a presentation that’s truly unique and impactful? My money management talks are designed to boost your team’s productivity, engagement, and happiness—all while giving them practical, easy-to-use financial knowledge they’ll appreciate.

With a 100% recommendation rating, I’m committed to delivering sessions that employees genuinely enjoy and value, leaving them feeling empowered and grateful for the opportunity. Give your team a presentation experience they won’t find anywhere else!

Why it Matters

77%

of employees report that financial
stress affects their productivity
(PwC, 2023)

When your team is financially confident, they’re less stressed and more focused at work. Research shows that financially well employees are more productive, have better attendance, and are more engaged. By investing in their financial wellness, you’re creating a happier, healthier, and more productive workplace.

Why Steve?

Recognized for my expertise, I’ve been invited to develop continuing education courses for fellow financial professionals and have contributed as an exam marker for the Certified Financial Planner (CFP) designation.

These are the differentiators that set my money management talks apart

Straightforward,
Advice-Only Learning

As an advice-only planner, I sell no financial products. This means your employees get objective advice, free of any sales pitch or conflict of interest.

A Fiduciary
You Can Trust

I’m here to put your employees’ best interests first, acting as a fiduciary who genuinely cares about their financial well-being.

A Decade
Of Experience

I know the challenges people face. I focus on education so people can understand their options and make decisions in their best interest.

CAPS Designated
Speaker

I bring energy, humour, and engaging insights to each session, making financial literacy practical, useful and even fun.

Presentations That Make a Difference.

I offer a range of engaging, practical financial education sessions designed to help employees feel more confident and in control of their money

From building strong financial foundations and making sense of taxes to investing, retirement planning, and everyday money decisions, each session is tailored to be clear, relatable, and easy to put into action. These presentations not only improve financial well-being but also reduce stress, boost focus, and create more satisfied, productive employees.

Build Your Foundation: A Practical Guide to Financial Well-Being

Ever feel like your money disappears faster than it should? This session dives into the foundations of successful money management in a way that’s practical, relatable, and easy to put into action. Participants will learn how to connect financial decisions to real-life goals, gain clarity on income and spending, and create a budgeting system that fits their lifestyle (not the other way around).

We’ll explore the power of understanding net worth, managing cash flow, and avoiding the costly trap of lifestyle inflation. Along the way, participants will discover smart savings strategies, tips to stretch every dollar, and how to build a safety net with an emergency fund.

Attendees leave with tools and insights that make managing money feel less overwhelming and more empowering—helping reduce stress, improve decision-making, and set the stage for lasting financial well-being.

Taxes Demystified: Minimize Your Taxes, Maximize Your Savings

For many people, taxes feel confusing, and the result is that they miss out on opportunities to keep more of their hard-earned money. This session makes Canada’s tax system easy to understand, with a focus on the simple, practical strategies employees can use right away to lower taxes and boost savings.

Through real-life examples, participants will discover how everyday accounts like RRSPs, TFSAs, RESPs, and the new First Home Savings Account (FHSA) can work together to reduce tax bills and accelerate long-term financial success.

The result? Employees leave feeling empowered, less stressed about taxes, and better equipped to make smart decisions that improve both their financial well-being and their future security.

Making Retirement Make Sense

Retirement can be a rewarding and fulfilling chapter—but only if you understand how all the pieces fit together, know where your income will come from, and have a clear sense of how much you can spend. This session breaks retirement planning into clear, practical steps that give employees a roadmap to a secure, well-prepared, and confident retirement.

We’ll cover how to figure out what’s really needed for retirement, where income will come from, and how to make the most of different sources—whether that’s personal savings, government benefits like CPP and OAS, or a workplace pension if one is available. Participants will also explore the impact of taxes, strategies for deciding when to start government benefits, and how all the pieces fit together into a personalized plan.

Beyond the numbers, this session highlights lifestyle choices, supporting family, and what it takes to create a retirement that is not only financially secure but also enjoyable and meaningful. Attendees leave with a clearer roadmap and peace of mind that retirement can be both achievable and rewarding.

The Essential Guide to Investing: Building Confidence for the Future

Investing is one of the most important steps in building long-term financial security, but it can feel complex—with endless opinions and conflicting advice making it hard to know what to do. This session takes the mystery out of investing by focusing on four key principles that anyone can understand and apply.

Participants will learn how investment fees can quietly erode long-term returns, why behaviour often matters more than market performance, and how to make smarter choices that build lasting wealth.

The goal isn’t to turn employees into financial experts—it’s to give them the clarity and confidence to make sound investment decisions, reduce stress, and feel more secure about their financial future.

Overcoming Misinformation, Sales Tactics, and Deception in Personal Finance

The financial world can be confusing—and often, the loudest voices aren’t the most trustworthy. From slick sales tactics to misleading social media “advice,” employees are constantly exposed to information that can derail their financial well-being.

This eye-opening session helps participants cut through the noise by learning how to spot biased or sales-driven advice, avoid hidden fees and unnecessary products, and protect themselves from costly mistakes.

Attendees walk away with clear strategies, practical tools, and the confidence to make smarter financial decisions on their own terms—without falling prey to myths, misinformation, or pressure tactics.

Financial Planning Made Simple: A Roadmap to Long-Term Success

Financial planning can be straightforward and highly rewarding when all the pieces are in place. This session provides a practical overview of the key building blocks for long-term financial security.

Participants will explore the essentials like understanding cash flow, tracking net worth, and setting meaningful goals—while also learning strategies for managing taxes, investing wisely, and protecting their future with insurance and estate planning. We’ll also look at long-term goals such as retirement and financial independence, tying it all together into one approachable framework.

Employees leave with a big-picture understanding of how the different pieces of financial planning connect, plus actionable steps they can take right away to feel more confident, organized, and in control of their money.

Financial Fundamentals: The Other Essentials

Money decisions show up everywhere—whether it’s housing, cars, insurance, or even understanding your credit score. This engaging session brings together a mix of everyday financial topics to help employees feel more confident and informed in the choices they face.

We’ll demystify credit scores and reports, explain the real cost of car loans and how interest works, and look at what to consider when buying versus renting a home. Participants will also learn the essentials of life and disability insurance, spot common scams, and explore key steps in estate planning to “get their ducks in a row.”

It’s a practical, wide-ranging session designed to boost financial savvy across multiple areas—without the overwhelm. Employees walk away with tools and insights they can use immediately in their daily lives.

I can also create a bespoke presentation for your team. Sessions can be as short as an hour or stretch into a full-day workshop—and in my experience, the longer we have, the more engaging and impactful it becomes.

In addition to workplace sessions, I also deliver keynotes and conference breakout sessions—bringing financial well-being topics to life in a way that’s accessible, interactive, and memorable for audiences of all sizes.

Watch Steve in Action

Testimonials

“That was excellent. I thought I was already relatively financially savvy, but I’ve come away with some great ideas for how to improve.”

CD, City of Prince George

“This was one of the most useful presentations I have attended at CRA. I would love to have this speaker back on other finance topics. Thank you!”

KG, Canada Revenue Agency

“This is the 2nd time I’ve seen Steve speak. He is wonderfully engaging and very knowledgeable. I look forward to the next opportunity!“

LR, Alberta Municipalities

“Thank you! Today’s speaker was dynamic, personable, engaging, and one of the best I’ve seen. I would love to attend more of his presentations.”

SS, MNP

“Steve, you are by far one of the most engaging and enjoyable presenters I have seen! Thank you so much for your knowledge, time, and information. You make this all feel very accessible instead of scary, and that goes a long way. Your manner of sharing is also so interesting – which is very difficult, over Teams. I felt like I was in the room with a friend who was kindly explaining to me, which I mean as a huge compliment. Thank you again!”

LS, Alberta Municipalities

“Amazing presentation, so helpful, and Steve did a great job in making things understandable and doable; would love to attend more sessions with him on other financial topics.”

MM, Alberta Municipalities

“Steve conducted our inaugural virtual financial wellness session to accommodate our members spread across the province. The three-hour session kept the attendees engaged, and the pace was just right, allowing everyone to participate in discussions and ask questions… I received positive feedback from many participants who found the session informative and worthwhile.”

MB, Alberta Municipalities

“I saw your Wellapalooza talk two years ago, and no exaggeration, you changed my life. It took 6–12 months to reorganize my finances, but now I have money set aside ahead of time for all my needs—both regular and unexpected. My stress levels are way down, and I’ve built a solid emergency fund. Thank you.”