Building financial health and resilience for a more prosperous, inclusive and sustainable future
As a non-profit and leading independent authority on financial well-being in Canada and globally, our purpose is to improve the financial health, financial well-being and financial resilience of Canadians and global citizens. We do this by helping purpose-driven organizations to profoundly understand, measure, and then improve the financial well-being of their customers, stakeholders, small and medium businesses and communities at scale.
Financial services innovation, public policy and programs work best when rooted in data and facts. Our research, intelligence, outcomes-focused impact measurement, and evidence-based cross-sector collaboration spark solutions in programs and practice. We’re working to help expand opportunities for people and improve financial health and resilience for all.
Stronger Financial Health and Resilience. Improved Lives. More Sustainable Futures
Helping people and organizations build financial resilience throughout their lives can create multiple and interconnected social, financial, economic and sustainable outcomes. Stronger resilience can support greater financial security and confidence, improved overall well-being, more sustainable businesses, stronger employment and more inclusive and resilient communities.
Today, households, small businesses, non-profits and communities face interconnected pressures, from affordability challenges and economic uncertainty to extreme weather, technological disruption and major life events. Financial stressors, financial vulnerability and shocks can affect far more than finances, undermining health, housing, employment, family stability and business continuity. Stronger financial health and resilience can help people live with dignity, make informed choices, achieve their life and financial goals and pursue opportunities, while enabling businesses to adapt, grow and create jobs.
These outcomes can advance the UN Sustainable Development Goals, including reduced poverty and inequality, good health and well-being, decent work and economic growth, sustainable communities and climate resilience.
From Evidence into Innovation and Impact
Financial health innovation goes beyond creating more products or information. It means designing inclusive solutions, advice, programs, policies and protections around people’s real circumstances, helping them lead financially healthy lives, build their resilience and achieve better outcomes.
Financial health and resilience are shaped by interconnected personal, institutional, economic and public-policy factors. Advancing them is a shared journey, requiring collaboration across sectors to drive systemic change and improve people’s lives through stronger financial health and resilience.
We equip partners, clients and financial health innovators with independent evidence, practical measurement tools and collaborative insights to develop evidence-based strategies, programs, policies and innovations that target action, identify what works and improve financial health, resilience and broader outcomes over time.
Why Partner with Us
We believe in the power of evidence to build resilience, improve lives and strengthen communities. Our Purpose is ‘Building Financial Resilience and Well-Being Together’. In line with our impact goals We’re working with values-aligned organizations to:
- Reduce financial vulnerability in particular for those who need help most
- Be a catalyst for positive change through thought-leadership, impact measurement, partnership and cross sector collaboration and
- Foster financial inclusion and empowerment, economic mobility, resilience and inclusive growth.
Our world-leading Financial Health and Resilience Indices for households and SMEs, alongside our studies, instruments and custom solutions, turn abstract concepts into measurable outcomes that inform policy, decision-making, impact and innovation. Through proven methodologies, strategic advisory and collaborative innovation, we help organizations measurably strengthen financial health outcomes for customers, employees, stakeholders and communities while delivering on their performance and improving financial performance, social impact and sustainable growth.
Contact us to explore how we can support your organization and help you achieve your goals.
Work with Us to Catalyze Positive Change
Working with clients, funders, partners and supporters, Financial Resilience Institute is helping to improve the financial resilience and financial well-being of millions of people. We connect business leaders, innovators and policymakers with the data, resources and customized solutions they need to improve the financial resilience, health and well-being of their customers, employees and communities.
Our Story
We began in 2009 with social
enterprise Seymour Management Consulting Inc, founded by Eloise
Duncan, Founder and Impact-preneur. As of 2022, we began as a non-profit Financial Resilience Institute. Our mission remains the same: to collaborate with financial institutions, policymakers and purpose-driven organizations to develop, advance and implement solutions in Canada and globally that measurably improve financial resilience and financial well-being for all.
What we Believe
We believe in the power of evidence to build resilience, improve lives and strengthen communities. Financial services innovation, public policy and programs work best when rooted in data and facts. Our research, impact measurement, and cross-sector collaboration spark solutions in programs and practice. We’re working to help expand opportunities for people and improve financial resilience for all.
Our Values and Impact
Our values of Integrity, Accountability, Collaboration and Agility shape how we work with partners and everything we do. Together, we work to improve financial health and resilience and well-being for all – and in particular people and communities that are more financially vulnerable or underserved.
We support purpose-driven organizations wherever you’re at in your journey
