Research Reports, Index Access and Customized Solutions 

Seymour Consulting has developed and published many reports with no charge to promote the importance of financial health and wellness since 2017,  based on our national Financial Well-Being studies (2017-2021) and Seymour Financial Resilience IndexTM

To receive a copy of any these reports below, please contact Eloise Duncan, CEO and Founder at eloise@seymourconsulting.ca 

We are also working with committed partners including Statistics Canada and other social enterprises to share data, insights and research around Canadians’ financial health, resilience and vulnerability, and needs and opportunities for social and financial policy, targeted impact and support.

For 2021 and beyond, we are providing access to the Index and different reports and benchmarking data for Financial Institution, Insurance, Wealth Management, Insurance and other clients and partners. We have a proven track record in developing customized studies, reports and analysis, and would be delighted to set up a consultation to discuss in further detail, in line with your organization’s business needs, goals and priorities. Research and analytics can also combine with strategic consulting, if required, to help translate insights into strategy, and strategies into action.

2020 Reports

October Seymour Financial Resilience IndexTM Index Report – Full Report

October Seymour Financial Resilience IndexTM Index Report – Summary Report

March Report – Financial health and resilience of Canadians is challenged pre-Covid-19

September Index Report – The Financial Resilience of Canadians in the era of Covid-19

June Seymour Financial Resilience IndexTM Index Report

2019 Reports

2019 Findings and 3-Year Trends Report on the challenged financial health, resilience and wellness of Canadians

2019 Renters Versus Homeowners Report

2018 Reports

2018 Financial Well-Being Study Report – Financial Wellness remains challenged for Canadians

Supporting the financial health and wellness of Underserved Canadians

2017 Reports

Framing Financial Health & Wellness: as a Paradigm Shift

2017 Financial Well-Being Study Report: baseline measurement on the financial health, resilience and wellness of Canadians

The Role Financial Institutions (FIs) Can Play in supporting their customers’ financial health and well-being