We are determined to enhance the financial health, wealth, and wellness of our communities

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It's in our DNA

We were founded by the ReFrame Group, Canada’s leading insurance broker for employee benefits and a proud B Corp Certified organization. We know that people want more than just financial education.

Everyone deserves equal access
to quality financial tools and advice at every stage of their life
Meet the values that shape us

Empathy

We believe meaningful connections are made through a genuine and proactive understanding of the feelings, needs and perspectives of our customers and each other.

Drive

We are continually striving for excellence in delivering exceptional solutions to the community.

Empower

We're committed to providing accessible and inclusive support to enable people to achieve their financial goals.

Integrity

We have an unwavering commitment to maintain the highest ethical standards, transparency, and honesty in everything that we do.

Thrive

We are driven by enabling communities to reach their full potential and lead fulfilling, healthy lives.

Entrepreneurial Spirit

We are entrepreneurs at heart and we show this through our creativity, agility and growth mindset.

Our Team Of Big Thinkers

Antonio Zivanovic

CEO

Dan Barton

Matheus Campioli

Lead Product Designer

Atiqa Ikram

Lead Product Manager

Elizabeth Stewart

Head of Customer Success

Ryan St Hilaire

CTO

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