Our Impact Goals and Progress

Helping to improve financial resilience, health and well-being for all is our north star.

We strive to:

1. Reduce financial vulnerability: in particular for those who need help most and/or are underserved.

2. Be a catalyst for positive change: through thought leadership, partnerships and cross-sector collaboration.

3. Foster financial inclusion and empowerment: while helping people, businesses and communities to thrive and prosper.

Through independent research, outcomes-focused measurement, practical tools and cross-sector collaboration, we help organizations turn evidence into action, reducing financial vulnerability and supporting stronger outcomes for people, businesses and communities in Canada and internationally.

Advancing the Sustainable Development Goals

Explore how our work supports six key Sustainable Development Goals (SDGs) and a more inclusive, sustainable and resilient future.

Impact Focus Areas of our Non-Profit

Our impact goals define the change we seek to achieve. Our five impact focus areas guide where we concentrate our work, innovation and collaboration to help make that change possible.

How We Measure Progress

As systemic change is achieved over time and in collaboration with others, we track a set of controllable success measures alongside longer-term outcomes.

The measures tracked through our latest Impact Report reflect the Institute’s current approach and will continue to evolve as our work, evidence base and impact measurement capabilities grow.

Impact Reports

Each of our Impact Reports highlight our progress against the Institute's impact goals and the future we're working towards. We are proud to share the outcomes of our efforts and our commitment to driving positive change.

Top-Line Results from February 2023 Index

Impact Report 2026

Top-Line Results from February 2023 Index

Summary Impact Report 2026

Top-Line Results from February 2023 Index

Impact Report 2025

Top-Line Results from February 2023 Index

Impact Report 2024

Top-Line Results from February 2023 Index

Summary Impact Report 2024

Help advance financial resilience and well-being.

Partner with us to turn evidence into action. We welcome conversations with funders, financial institutions, regulators, policymakers, employers and purpose-led organizations seeking to improve financial health and resilience outcomes.

Contact us today to explore partnership and funding opportunities.