Welcome to the Financial Health Index

Leading Canadians to Financial Health

For many Canadians, money is a major cause of stress, impacting our health and well-being. Our vision is for financially resilient Canadians.

As the leading independent authority on consumer financial health in Canada, we partner with committed financial innovators and institutions and other organizations to help them measurably improve the financial health of their customers or stakeholders at scale.

We’re known for the independent, annual Financial Health Index study, first launched in 2017, to measure the financial health and wellness of Canadians, in line with our proprietary framework.

We’re also known for our financial health business and customer experience strategy consulting; proprietary financial health indices, studies and solutions: including debt stressed Canadians, female millennials, financially stressed and under-supported individuals and business owners juggling their personal and business financial health.

Our experienced team are leading experts on financial health research analysis, measurement and innovation. We help our clients and partners to transform the way they engage and serve their customers (and employees) though the lens of their financial health. We help identify disconnects between consumers’ goals and behaviours and create strategies and opportunities for  deeper conversations, nudging, improved support and advice and an improved client experience.

With now 3-years of trending data, the independent, longitudinal Financial Health Index [FHI] study measures Canadians’ financial health, wellness and resilience – including sentiments, debt stress and behaviours – across the spectrum of daily financial management, debt, saving planning and investing and protection. The index studies also measure the extent to which Canadians rate their primary Bank or Credit Union Financial Institution (“FI”) for helping to improve their financial wellness, with brand advocacy and share of banking relationship benefits for FIs that perform well in financial wellness support.
Financial Health Index study in the News

2019 Financial Health Index study report with 3-Year Trends launched 

Our latest 2019 report builds on our 2018 and 2017 Financial Health Index white papers and presentations, created to help promote financial health understanding, engagement and innovation for Canadians.

Diagnosing and tracking the financial health of your customers, clients, employees, citizens or stakeholders has multiple benefits, and be supported through boost samples and customized studies, benchmarked against our national data.

Strategic Consulting
We have 20+ years of leading financial services strategic business and customer experience consulting, with a passionate and experience team  work alongside your leaders, to help transform your organization into a financial health-focused enterprise. We have proven customer-led innovation methodologies and lever best practices from around the world to fast-track your financial health innovation. This includes through enhanced product, service, advice, program and engagement support for your customers at both the enterprise, team and advisor levels. Business service delivery model transformation, innovation sessions and work-shops also help build engagement and buy-in for execution across your organization.

Financial Health Index is a wholly owned subsidiary of Seymour Consulting.

Contact us for more information on how we can help.

2019 Findings and 3-Year

Trends Report

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2019 Renter Versus Homeowner

White Paper

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2019 Findings and 3-Year Trends Report

2019 Renter Versus Homeowner White Paper

Other Financial Health White Papers

Access Reports

Financial Health

Research & Measurement

Strategic Consulting

Collaborative Innovation