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.

Join

Organizations Sharing Your Values

Recognize any of these brands? All of them have worked with us. Click on each logo to learn more.

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:

Are You

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%

78% of Canada’s population have some level of financial vulnerability 

28%

28% of the population have a liquid savings buffer of less than 3 weeks

21%

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%

91% of ‘Extremely Vulnerable’ households have a negative or zero household savings rate

Some People

Say The Nicest Things

{"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
{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

Ready

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.

7 + 9 =