Financial Resilience Institute

Intelligence that fuels
change and improves
financial resilience for all.

How We Help

Organizations Like Yours

Financial institutions, organizations and innovators that partner with our non-profit organization are leaders in promoting the financial resilience, financial health and well-being of their customers and communities while driving transformation and systems change. By working with us, they’re measuring their impact and targeting and accelerating their purpose-led innovation. This helps them deliver measurable customer, financial and social outcomes. How do they do this? By accessing our three core services:

Become a Subscriber

About the Institute

The Challange

That Financial Vulnerability Brings

Financial vulnerability and financial stress are mainstream issues affecting Canadians of all income levels and in particular more vulnerable populations. Check out this video for more context around why we’re working to help improve financial resilience for all.

Are You

Looking To Have An Impact?

Research Reports

Fund Impact

Join

Organizations Sharing Your Values

Our Success Stories

Recognize any of these brands.

All of them have worked with us, click on each logo to learn more.

Vancity is using the Index to measure and track the financial resilience and well-being of its members against long-term impact goals. The Institute has partnered with and advised the Credit Union on many projects from a financial health strategy and innovation perspective.

The Institute is partnering with Co-operators on a multi-phase enterprise-wide financial resilience project, to help the financial services organization to measurably improve the financial resilience and financial security of its clients and communities in line with its purpose. This work involved quantitative and qualitative research analytics, impact measurement, strategy and innovation, with our team working closely with Co-operators’ senior leaders, advisors, clients and an Advisory Group.

Eloise Duncan and Financial Resilience Institute were recently a key contributor to the ‘Planning for Financial Resilience’ report published in 2023. Our organisations are partnering for positive impact.

Prosper Canada is using the Index to understand and track the financial vulnerability and access challenges of low-income Canadians while helping to improve financial inclusion, financial health and financial empowerment for those who are most vulnerable.

Servus has used the Index to enhance analytics on the financial health and well-being of Albertans, and levered our expertise to measure small business financial health. We have worked with the Board and leaders on numerous project to support financial health engagement and innovation.

Data and research analytics is a team sport. Financial Resilience Institute (previously Seymour Consulting) and Statistics Canada have collaborated to publish a joint report on the financial resilience and financial well-being of Canadians during the COVID-19 pandemic, with the leading government statistical office having peer-reviewed the Seymour Financial Resilience Index TM.

Some People

Say The Nicest Things

"The Financial Resilience Institute team has invested the time and energy to get to know our team and organization and meaningfully engage with our senior leaders. This has helped orient us in our purpose-led journey and get critical buy-in around the opportunities the Seymour Financial Resilience Index™ brings in helping us achieve our purpose of financial security for Canadians and our communities. Eloise and her team have provided impactful strategic consulting, data, and analytics for Co-operators, and we are now a funder of the Financial Resilience Institute to help further amplify the Institute’s impact in communities across the country."

Andrea Harris,

VP Impact Strategy, Vancity

"Eloise is an exceptional and generous thought leader, providing much-needed data and analysis to the ecosystem of organizations dedicated to the financial health and financial resilience of Canadians. The Seymour Financial Resilience Index™ has been vital in guiding Vancity’s commitment to Financial Health and Inclusion, providing useful insight on how to build the financial resilience of our members and communities."

Chad Park

VP Sustainability and Citizenship, Co-operators

"Prosper Canada has struggled for a long time to get a clear picture of the financial health and resilience of Canadians with low to moderate incomes, due to the lack of comprehensive, timely disaggregated public data. The Financial Resilience Institute and Index have transformed our work, enabling us to finally join hard data with our qualitative insights to provide a detailed picture of the financial challenges households are experiencing and key trends over time. With support from Eloise and her team, we’re able to generate and share new and important insights with our government, business and community partners – helping them to better understand what Canadians are experiencing, and where they can usefully intervene to help financially struggling households build their financial stability and health."

Liz Mulholland

CEO, Prosper Canada

“Eloise and her team have been exceptional business partners for Conexus. They are responsive, innovative and dare I say "sneaky smart.” We have tremendous respect for their skills and would engage them again tomorrow if the need arises. They epitomize what it means to partner with organizations.”

Eric Dillon

Former CEO at Conexus Credit Union and President General Bank of Canada

“Eloise Duncan helped us to develop our four-year enterprise strategy, financial wellness and small business financial strategy. Partnering closely with our leaders, Eloise helped us discover new possibilities, assess our gaps and create compelling new strategies to transform the way we do business.”

Shawn Good

Previous CEO of Prospera Current CEO of SaskCentral

"The Institute's team helped us design a bespoke financial impact study for our organization, which links to their financial health metrics and benchmark data. This has been instrumental in helping us get a deeper understanding of the challenges faced by our customers experiencing financial difficulty. The team's insight, dedication, and expert knowledge have helped us engage and support our clients and consumers in new ways."

Troy Tisserand

Managing Partner, 4 Pillars Consulting

Intelligence that fuels change and improves financial resilience for all.

Start a Conversation

How We Help

Organizations Like Yours

Financial institutions, organizations and innovators that partner with our non-profit organization are leaders in promoting the financial resilience, financial health and well-being of their customers and communities while driving transformation and systems change. By working with us, they’re measuring their impact and targeting and accelerating their purpose-led innovation. This helps them deliver measurable customer, financial and social outcomes. How do they do this? By accessing our three core services:

About the Institute

Become a Subscriber

The Challange

That Financial Vulnerability Brings

Financial vulnerability and financial stress are mainstream issues affecting Canadians of all income levels and in particular more vulnerable populations. Check out this video for more context around why we’re working to help improve financial resilience for all.

Are You

Looking To Have An Impact?

Fund Impact

Research Reports

Join

Organizations Sharing Your Values

Our Success Stories

Recognize any of these brands.

All of them have worked with us,
click on each logo to learn more.

Vancity is using the Index to measure and track the financial resilience and well-being of its members against long-term impact goals. The Institute has partnered with and advised the Credit Union on many projects from a financial health strategy and innovation perspective.

The Institute is partnering with Co-operators on a multi-phase enterprise-wide financial resilience project, to help the financial services organization to measurably improve the financial resilience and financial security of its clients and communities in line with its purpose. This work involved quantitative and qualitative research analytics, impact measurement, strategy and innovation, with our team working closely with Co-operators’ senior leaders, advisors, clients and an Advisory Group.

Eloise Duncan and Financial Resilience Institute were recently a key contributor to the ‘Planning for Financial Resilience’ report published in 2023. Our organisations are partnering for positive impact.

Prosper Canada is using the Index to understand and track the financial vulnerability and access challenges of low-income Canadians while helping to improve financial inclusion, financial health and financial empowerment for those who are most vulnerable.

Servus has used the Index to enhance analytics on the financial health and well-being of Albertans, and levered our expertise to measure small business financial health. We have worked with the Board and leaders on numerous project to support financial health engagement and innovation.

Data and research analytics is a team sport. Financial Resilience Institute (previously Seymour Consulting) and Statistics Canada have collaborated to publish a joint report on the financial resilience and financial well-being of Canadians during the COVID-19 pandemic, with the leading government statistical office having peer-reviewed the Seymour Financial Resilience Index TM.

Some People

Say The Nicest Things

"The Financial Resilience Institute team has invested the time and energy to get to know our team and organization and meaningfully engage with our senior leaders. This has helped orient us in our purpose-led journey and get critical buy-in around the opportunities the Seymour Financial Resilience Index™ brings in helping us achieve our purpose of financial security for Canadians and our communities. Eloise and her team have provided impactful strategic consulting, data, and analytics for Co-operators, and we are now a funder of the Financial Resilience Institute to help further amplify the Institute’s impact in communities across the country."

Andrea Harris,

VP Impact Strategy, Vancity

"Eloise is an exceptional and generous thought leader, providing much-needed data and analysis to the ecosystem of organizations dedicated to the financial health and financial resilience of Canadians. The Seymour Financial Resilience Index™ has been vital in guiding Vancity’s commitment to Financial Health and Inclusion, providing useful insight on how to build the financial resilience of our members and communities."

Chad Park

VP Sustainability and Citizenship, Co-operators

"Prosper Canada has struggled for a long time to get a clear picture of the financial health and resilience of Canadians with low to moderate incomes, due to the lack of comprehensive, timely disaggregated public data. The Financial Resilience Institute and Index have transformed our work, enabling us to finally join hard data with our qualitative insights to provide a detailed picture of the financial challenges households are experiencing and key trends over time. With support from Eloise and her team, we’re able to generate and share new and important insights with our government, business and community partners – helping them to better understand what Canadians are experiencing, and where they can usefully intervene to help financially struggling households build their financial stability and health."

Liz Mulholland

CEO, Prosper Canada

“Eloise and her team have been exceptional business partners for Conexus. They are responsive, innovative and dare I say "sneaky smart.” We have tremendous respect for their skills and would engage them again tomorrow if the need arises. They epitomize what it means to partner with organizations.”

Eric Dillon

Former CEO at Conexus Credit Union and President General Bank of Canada

“Eloise Duncan helped us to develop our four-year enterprise strategy, financial wellness and small business financial strategy. Partnering closely with our leaders, Eloise helped us discover new possibilities, assess our gaps and create compelling new strategies to transform the way we do business.”

Shawn Good

Previous CEO of Prospera Current CEO of SaskCentral

"The Institute's team helped us design a bespoke financial impact study for our organization, which links to their financial health metrics and benchmark data. This has been instrumental in helping us get a deeper understanding of the challenges faced by our customers experiencing financial difficulty. The team's insight, dedication, and expert knowledge have helped us engage and support our clients and consumers in new ways."

Troy Tisserand

Managing Partner, 4 Pillars Consulting

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Our Impact

Index

Research and Insights

Programs and Services

Engage with us