Financial Planning

It’s never too early or too late to give yourself a financial plan. At Rapport our team of Certified Financial Planners can help you create one for every stage of your life.

Financial Planning Seminars

At Rapport, our focus is our members and that means making sure they receive the financial advice they need on their terms. That’s why we offer complimentary financial planning sessions and workshops to employee groups and conferences across Ontario.  Delivered by one of our Financial Advocates they cover a wide range of financial topics and focus on education and discussion, not product promotion. We know that financial matters can be confusing and stressful, so we strive to ensure that everyone in attendance leaves feeling better equipped to make informed financial decisions.

If you are interested in having the Rapport team present at your workplace or conference please contact us at


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Financial Wellness Tool

Progress Rapport - Financial Wellness Tool