Financial Resilience Institute

Intelligence

that fuels change and improves financial resilience for all.

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Organizations Sharing Your Values

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

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Conexus

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

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

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

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, institutions and innovators that partner with Financial Resilience Institute are leaders in driving transformation for maximum impact. With financial resilience data from the Institute’s Financial Resilience Index and support from our team, they can take their purpose-driven leadership to new heights. How do they do this? By accessing our three core services:

Research, Measurement and Analytics

Strategic Consulting and Advisory

Custom Projects and Solutions

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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 has 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

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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

{"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

{"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

{"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 Libro Credit Union

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.