Steve Bridge

Steve Bridge

Vancouver, British Columbia
Financial Literacy | Enhancing Corporate Wellness
Steve Bridge, CFP®, has spent a decade as an advice-only financial planner equipping his clients with the tools to take control and optimize their finances. Now, he's collaborating with organizations like yours to make financial education part of your employee wellness strategy. By enhancing your employees' financial well-being, you are improving productivity, reducing missed deadlines, and increasing employee loyalty and retention. What sets Steve apart is his passion for making financial education engaging and relevant, all without the sale of products. Plus, every presentation includes valuable takeaways for your employees. With honest, unbiased guidance from a qualified professional, free from sales tactics and jargon, Steve is committed to helping your employees build a secure financial future that benefits both them and your organization.
  • Employee Management
  • Personal Growth
  • All Staff Meeting
  • Associations & Unions
  • Awareness Days
  • Community Engagement Events
  • Conference
  • Conferences & Summits
  • Corporate Audience
  • Department Meeting


Steve Bridge, a certified financial planner, has turned his passion for financial education into a career as a public speaker. He strives to make the potentially overwhelming topic enjoyable, pertinent, and engaging. With his extensive knowledge in finance, Steve has been sought out by various media platforms as a valuable resource.

Many organizations focus on their employees’ mental and physical health but often overlook the importance of financial wellness. Yet, stress related to personal finances can significantly impact an employee’s job performance, with almost half of working Canadians admitting to this problem. In fact, according to a survey by Salary Finance, a cash-strapped employee is 5.8 times more likely to miss deadlines and 4.9 times more likely to produce lower-quality work. Additionally, poor financial wellness can account for up to 14% of an employer’s payroll expense due to lost productivity and increased turnover costs.

The good news is that financial education in the workplace can help alleviate these issues. A survey by Ipsos Reid found that 78% of Canadians want financial education at work, and 76% of employers believe that their employees would value the organization for taking a more active role in supporting their financial well-being.

This is where Steve Bridge comes in. As a personal finance professional and expert in his field, he’s passionate about helping companies create a holistic Corporate Wellness Strategy that includes financial well-being.  Steve Bridge has been working with clients for almost a decade, helping them build a financial plan that provides them with financial security, knowledge, and confidence. What Steve Bridge has noticed is that with just a small amount of financial knowledge, their lives are better.  Often, people do not know where to get unbiased information, and if companies can provide it as part of their wellness strategy, it’s a massive benefit to both employers and employees.

By hiring Steve Bridge to speak to their employees, companies can provide unbiased professional advice and education that will help their staff feel more at ease, more confident, and more knowledgeable about money. Steve Bridge’s expertise in financial planning, combined with his passion for financial education, makes the typically stressful and overwhelming topic of personal finance fun, relevant, and interesting for his audiences. Steve Bridge is on a mission to help people become excited about what’s possible when it comes to their finances.

During his financial literacy sessions, Steve Bridge provides a framework to help participants feel more secure about their financial future. He helps enhance their financial management skills and lessens the stress they may experience about their finances.  Steve Bridge covers the fundamentals of money, such as cash flow, money mindset, understanding company savings programs, taxes, investing, insurance, and more. And all of this is done with no sales of any kind – just unbiased professional advice that will benefit both employers and employees.

In conclusion, organizations can benefit greatly from Steve Bridge’s expertise in financial education and planning. By helping employees gain financial knowledge, confidence, and security, companies can improve job performance, reduce turnover costs, and create a happier and more engaged workforce.




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Maximizing Your Income for Retirement

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Steve Bridge Topic Presentations

Cash Flow Mastery - The Key to Financial Security and Success

  • Virtual PresentationKeynote PresentationWorkshop SessionHalf Day TrainingFull Day Training
  • Financial success and security begin and end with successful money management. In this session on money management and cash flow, you will learn the fundamentals of budgeting, tracking expenses, increasing net worth, building an emergency fund, and saving for the future. These practical tips and strategies will help you take control of your finances and make the best spending and saving decisions to get ahead and stay ahead. By the end of this session, you will have the knowledge and tools to achieve greater financial success and security.

Your Guide to Navigating Taxes, RRSPs, And TFSAs

  • Virtual PresentationKeynote PresentationWorkshop SessionHalf Day TrainingFull Day Training
  • In this financial education talk on taxes, you’ll learn how to minimize your taxes through tax-advantaged accounts like RRSPs, TFSAs, and spousal RRSPs. By the end of this session, you’ll have a clear understanding of the tax system and be better equipped to manage your taxes and achieve greater financial success.

Retirement Planning - It's Never Too Early (or Late) to Start

  • Virtual PresentationKeynote PresentationWorkshop SessionHalf Day TrainingFull Day Training
  • Planning for retirement can be overwhelming, but it’s never too early (or late) to start preparing for your ‘work-optional’ years. In this presentation, we’ll cover the essential steps you can take now to secure your financial future. We’ll discuss target retirement spending, minimizing taxes, and timing your CPP and OAS benefits to maximize your income. We’ll also delve into the intricacies of pensions, investments, and retirement accounts such as LIRAs, DCPPs, RRSPs, TFSAs, and more. By the end of this session, you’ll have a clear understanding of the different components of retirement planning and be better equipped to make informed decisions about future security.

Smart Investing Made Easy

  • Virtual PresentationKeynote PresentationWorkshop SessionHalf Day TrainingFull Day Training
  • Investing doesn’t have to be difficult, but it can be overwhelming to navigate the jargon and complexities of the financial world. In this educational presentation, Steve will break down the investment process into simple, easy-to-understand points that will give you the confidence to invest wisely. By the end of this session, you’ll have the knowledge and tools to take control of your investments and achieve greater financial success.


Engaging, Funny, Knowledgeable, Steve Bridge’s presentation at MNP on Financial Wellness was terrific! I was appreciative of the informative and useful content he presented. He’s an excellent speaker; he was engaging with the audience, combining humour and knowledge to provide useful takeaways to implement in my day-to-day. I left his presentation feeling informed and motivated to stay on top of my financial wellness plan.  

Rachel R.

MNP Accounting

Informative and worthwhile, 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. The session’s historical and statistical information was presented as strong supporting evidence for developing financial plans without being overwhelming. I received positive feedback from many participants who found the session informative and worthwhile.  

Margaret B

Retirement Services, Alberta Municipalities

Fantastic Value, Certainly feel free to reference how well this presentation went over with our staff. I think it may still hold the highest attendance record for a single training session and was talked about the other week by an employee who attended. They mentioned just how valuable it was to receive that type of training from their employer.

Jessica B

City of Fort St. John

Great communication style, Steve did an amazing job speaking to our Vancouver team. From his collaborative and personal approach to content tailoring to a truly engaging presentation with a relatable communication style, Steve was fantastic. We look forward to working with Steve again.  

Justin N

MNP Accounting

Articles & Media

Time for a Financial Health Checkup

Alive Magazine

Getting a handle on your financial well-being does a lot more than boost your bottom line: it inevitably spills over into your physical and mental well-being. A reduction in stress related to financial issues leads to better sleep, increased energy, improved relationships, and stronger mental and...

Why withdrawing early from RRSPs to pay down debt can lead to ‘regret’

The Globe and Mail

Steve Bridge, an advice-only certified financial planner (CFP) at Money Coaches Canada in Vancouver, says some prospects have come to him for a consult after they've already made the RRSP withdrawal. "It's a bit like closing the gate after the horse has bolted," he says of dealing with these...

I’m short on cash. Can I dip into my RRSP to help cover my bills?

The Toronto Star

For one, Bridge says once you withdraw money from an RRSP, it is taxed as income in the year it’s taken out — and the contribution room is lost forever. The only instances when you can withdraw from an RRSP and pay it back are when you use the First-Time Home Buyers Plan to purchase a home or...

How advisors can help seniors with high debt or facing bankruptcy

The Globe and Mail

More seniors are carrying alarming debt levels, and they may turn to advisors to help get them out of the red – especially when facing insolvency. “They can make hard choices now or later,” says Steve Bridge, an advice-only certified financial planner and money coach at Money Coaches...


Coming Soon!

How to book Steve Bridge for an event?

Steve Bridge keynote speaker is an expert presenter and has a wide range of experience speaking to a wide variety of audiences and organizations. Steve Bridge delivers keynotes, workshops & training sessions. They may also host or emcee events. Hire Steve Bridge from Vancouver, British Columbia for your event to inspire the audience to take action and make change in their work and their lives. Your workplace will benefit from our keynote speaker and their keynote talks and speeches will shift the mindsets or behaviours for the audience members in Canada. 

Interested in booking Steve Bridge for an event?

Are you looking to hire Steve Bridge for your event? Steve Bridge Vancouver, British Columbia is a dynamic and engaging speaker that offers audiences researched content paired with expertise and a dynamic speaking ability. Steve Bridge is also a Canadian corporate consultant and coach and facilitates workshops and training sessions for a corporate audience. Steve Bridge is an expert keynote presenter and speaks on wide variety of topics. Hiring a great speaker for your event is important and working with a thought leader like Steve Bridge from Speakers Canada’s roster will engage audiences into the content of the presentation to bring awareness and a fresh perspective for their approach to their work and their lives. Book Steve Bridge to educate, motivate and activate the audience through an interactive and entertaining presentation at corporate meetings and gatherings.

Known as a popular key note speaker in Canada, Steve Bridge creates life changing experiences for the participants with practical insights and strategic advice they can implement right after the session. Working with a one our leading expert speaker like Steve Bridge from Vancouver, British Columbia offers organizations a fresh perspective to assist the people of the organization. No matter if it is a government, association, or business crowd, Steve Bridge is a perfect speaker for your event. Through unique practical insights for trending topics and years experience speaking to different organizations, Steve Bridge focuses on changing individuals to make better decisions at work and their lives. No matter if you are holding an in person or virtual event, having an influential speaker such as Steve Bridge will engage, motivate, and activate the audience to make a change in their lives and inspire action for results to meet organizational goals. Your workforce will benefit from Steve Bridge’s presentations and speeches, with measurable results set to shift the people of the organization and core direction of the company. Book Steve Bridge speaker for your annual general meeting, conference, summit, or convention in Canada.

How much does it cost to hire Steve Bridge for a keynote presentation or virtual event?

Steve Bridge is an expert professional key note speaker with a lot of experience speaking and delivering engaging talks to organizations and audiences in Canada. Each of Speaker Bureau Canada’s talent have different ways to assess their fees, and Steve Bridge speaker fee ranges depending on the size of the audience, event format (in person or virtual), event location, and if the organization booking them is a non profit, association, government department/government agency or business/corporation. The speakers we work with are flexible with their fees, and it is important for us to learn more about your event before we approach them, as it is our role to work for you, and to help you find a speaker within budget. 

Please contact Speakers Bureau of Canada and provide us with your event details so that we can contact Steve Bridge to check availability or confirm the pricing and associated costs to hire a great speaker like Steve Bridge for your event. As Steve Bridge's agent and as a Canadian top speaker bureau and talent agency for speakers, we are able to propose each event opportunity from each host organization’s behalf to try to help you get in touch with Steve Bridge and confirm them for your in person or online meeting/event. We can also provide and advise on the booking process and potentially negotiate their fee. Speakers Canada is a client focused speaker agency, and we work for you in finding good speakers for your team meetings and booking processes.

Steve Bridge Disclaimer
Speakers Bureau Canada assists companies and event planning teams seeking to hire talent like Steve Bridge for speaking engagements, virtual meetings, conference appearances, training sessions and workshops facilitations. Our Canadian speakers bureau does not claim to exclusively represent Steve Bridge, however they are represented by Speakers Canada, and we work with them closely for their Canadian speaking opportunities and bookings. As Canada’s top speaker bureau, we represent Canadian motivational keynote speakers and professional guest speakers that will be available on your upcoming events date and location that are withing the budget. Our talented bureau speaker booking agency can help find business speakers or celebrity speakers that aligns with each organization, audience, event theme and the topic themes you hope for the speaker to address in their presentation. 

When SBC receives a request to book Steve Bridge we provide you with their speaker fees, travel costs and check their schedules. We work closely with the host organization’s event planning team and the speaker to handle the logistics and to relay or negotiate associated costs. Our talented team members then will work with our talent directly or their agent/manager/assistant to confirm the Canadian speaker fee and travel expenses, so that event planning teams can receive an official quote for the speaker appearing at the event. Speaker fees and travel costs vary per speaker and our role is to contact Steve Bridge about your event, after we have connected with the event organizers to learn all the event details and/or conference program. Each booking request is unique since session durations and audience sizes can vary which may affect the speaker’s fees. If you are looking to hire Steve Bridge, we recommend filling out the booking request form so a booking agent from Speakers Bureau Canada can get in touch with our talent to help you coordinate with your team to engage the speaker for a successful event.

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