Financial Wellness

Financial Wellness

Survey after survey identifies money stress as one of the major causes of low engagement, absenteeism and employee turnover. For many members of your team, financial literacy is low, shame and anguish are high and there is a strong desire for guidance and assistance.


Companies are increasingly answering the call by providing savings programs and financial education to their workers.  


At Montridge, we will help you to craft creative solutions to enhance your overall compensation strategy, educate your workers and help to make you an employer of choice.

“…We implemented our retirement program in 2011, and Montridge has been diligent in our CAP (capital accumulation plans) reviews and negotiating very reasonable fees when an opportunity arises. Montridge holds benefit & retirement “lunch & learns” for our staff on a regular basis, which are well-attended and received.

We are happy to recommend Montridge to any prospective client.“

Joyce Hung, Director of Human Resources
Global Relay Communications Inc.

Let’s Talk

Want to learn more about how we can help you strengthen your team and protect your business?