Host a Lunch and Learn

At Wealthsimple, we’re on a mission to make every American a smarter investor (including you and your team)!

Our initiative to promote better financial habits is simple: we come to your office and give our popular “Five Simple Rules of Smart Investing” presentation. After a brief talk, we answer any personal finance questions your team may have. We’ll even bring in a tasty lunch for everyone.

Here’s why your company should host a Lunch and Learn:

1. Encourage learning

We’ll present to your employees the fundamental research and guidelines that help promote healthy financial habits via a fun and informative presentation developed by investment experts.

2. We don’t sell Wealthsimple

We’re not here to pitch Wealthsimple to your team. Our presentation is purely educational, and your team will leave the conversation with the knowledge and tips to begin investing on their own immediately. We don’t discuss Wealthsimple unless invited to explain.

3. Lunch is on us

We’ll pick up a free and tasty lunch for everyone on your team to enjoy! Not your typical catering.

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