Improving Financial Resilience For All
We partner with financial institutions, business leaders and policymakers to develop and implement solutions that improve financial resilience, health and well-being for all.
Organizations Sharing Your Values
Recognize any of these brands? All of them have worked with us. Click on each logo to learn more.
We developed a proprietary Financial Health Index model for Conexus based on transactional banking data, implemented across the FI. We also lead their enterprise financial wellness strategy development working in partnership with the CEO, leaders and member/ customers.
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.
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.
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.
Coastal Community Credit Union
Worked with Eloise Duncan who lead ‘Spark Innovation Labs’ around financial health innovation opportunities wiith employees across the organization. She also worked with the Board, ELT and senior leaders to help guide the organization’s financial health strategy.
How We Help
Organizations Like Yours
Companies and institutions that partner with us are interested in impact and transformation. We boost their purpose-driven leadership to new heights by translating financial health impact data into insights, and financial resilience strategy into action. How do we do this? By offering these three core offerings:
Looking To Have An Impact?
“Financial resilience” sounds nice. But our work only matters when we help organizations like yours move the needle on sobering statistics like these:
78% of Canada’s population have some level of financial vulnerability
28% of the population have a liquid savings buffer of less than 3 weeks
Of Canadians are ‘Extremely Vulnerable’ (with a financial resilience score of 0 to 30) based on the June 2022 Index – an increase from 16.5% last year
91% of ‘Extremely Vulnerable’ households have a negative or zero household savings rate
Say The Nicest Things
To Create A Better World?
Perhaps you are envisioning the impact we can help you achieve at your organization, in your community, across Canada, or around the world. Why not fill out the fields below and tell us what you’re looking to accomplish? We’ll get back to you within 48 hours.