Intelligence that fuels
change and improves
financial resilience for all.

February 2024 Index Release

Intelligence that fuels change and improves financial resilience for all.

February 2024 Index Release

How We Help

Organizations Like Yours

About the Institute

As the leading independent authority on financial well-being in Canada, we empower purpose-driven organizations to profoundly understand, benchmark, and improve the financial health and resilience of their customers, employees, and communities. By partnering with us, these organizations accelerate innovation in their programs and services, leading to tangible improvements in customer loyalty, financial outcomes, and social outcomes.

Become a Client
Become a Subscriber
Become a Grant Funder

Our Services

The Challenge

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.

How We Help

Organizations Like Yours

As the leading independent authority on financial well-being in Canada, we empower purpose-driven organizations to profoundly understand, benchmark, and improve the financial health and resilience of their customers, employees, and communities. By partnering with us, these organizations accelerate innovation in their programs and services, leading to tangible improvements in customer loyalty, financial outcomes, and social outcomes.

About the Institute
Become a Client
Become a Grant Funder
Become a Subscriber

Our Services

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?

As of February 2024:

Research Reports
Fund Impact

Are You

Looking To Have An Impact?

As of February 2024:

Fund Impact
Research Reports

Free Financial Resilience Score Tool

Launched by the Financial Resilience Institute

Check your score

Join

Organizations Sharing Your Values

Recognize any of these brands.

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

Our Success Stories

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.

Some People

Say The Nicest Things

“As we strive to improve the financial resilience and security of our clients and our communities, we’re proud to be a client, partner, and funder of the Institute”
Rob Wesseling
President & CEO, Co-operators
“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
"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."
Chad Park
VP Sustainability and Citizenship, Co-operators
"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."
Andrea Harris,
VP Impact Strategy, Vancity
"We were so pleased to work with Eloise and the entire Financial Resilience Institute. Their robust research and analytic skills are foundational to the work we are doing to leverage the skills of Financial Planners to improve the financial resilience of Canadians in all income demographics."
Tashia Batstone
President and CEO
"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 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 Libro Credit Union

Some People

Say The Nicest Things

“As we strive to improve the financial resilience and security of our clients and our communities, we’re proud to be a client, partner, and funder of the Institute”
Rob Wesseling
President & CEO, Co-operators
“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
"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."
Chad Park
VP Sustainability and Citizenship, Co-operators
"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."
Andrea Harris,
VP Impact Strategy, Vancity
"We were so pleased to work with Eloise and the entire Financial Resilience Institute. Their robust research and analytic skills are foundational to the work we are doing to leverage the skills of Financial Planners to improve the financial resilience of Canadians in all income demographics."
Tashia Batstone
President and CEO
"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 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 Libro Credit Union