About Us  

We’re a purpose-driven organization and a leading independent authority on financial health in Canada.

 

Seymour Management Consulting Inc. is a purpose-driven consulting firm and social enterprise, based in Vancouver Canada.  Founded in 2009 by Eloise Duncan, Founder and CEO, we’re a nimble and growing enterprise, and proud members of the C.D. Howe Institute in recognition of the Index and our social enterprise innovation.

We’re a passionate, global team of strategists, statisticians, thinkers and creators, with deep expertise in financial services research, strategy, financial health, transformation and business.

With proven customer-led methodologies we help translate insights into strategy, and strategy into action. As creators of the Seymour Financial Resilience Index TM, we are the first and only organization to measure and track the financial well-being of Canadians as an independent authority, through the national longitudinal Financial Well-Being studies, first launched in 2017.

We continue to be leaders in the financial health space, and currently work with leading FIs, NPOs, policymakers and organizations to help create a better world.

Learn about some of the Seymour projects we’ve worked on recently.

Vision

We’re a purpose-driven organization and a leading independent authority on financial health in Canada.

 

With our clients and collaborative partners, we’re working to help improve peoples’ financial health, resilience and inclusion, in Canada and around the world. We’re also working to help build a better understanding of the inter-related nature of social, economic and environmental factors that contribute to the well-being of Canadians, in partnership with organizations such as Statistics Canada.

 

Our Beliefs

  • We believe financial health and resilience is important for all.
  • We believe that data is a team support, and that cross-section collaboration is the way forward.
  • We believe in the power of finance for good.
  • We believe financial health and resilience is good for people, society, business and our world.

Together we can help build a more resilient, inclusive and equitable Canada.

Seymour Consulting is growing its partnerships to help foster a more resilient, inclusive Canada – with the financial health and resilience of households and small businesses a cornerstone. We’re expanding our partnerships and cross-sector collaboration to help improve financial health and inclusion. Please contact us if you’re interested in partnering with us.

Clients and Partners we work with

Meet Our Team - Eloise

Eloise Duncan, CEO & Founder, Seymour Consulting

Eloise is CEO and Founder of Seymour Consulting and known as one of Canada’s leading experts in financial health in Canada. She is a high-energy social entrepreneur and Certified Management Consultant (C.M.C) with over twenty five years of experience in financial services, strategic consulting and financial health research, strategy and impact measurement.

Eloise Duncan was also awarded the Distinguished Achievement Award (October 2021) by the Association of Certified Management Consultants of B.C. in recognition of her Index and her purpose-driven work for Canadians.

Dual nationality Canadian and British, Eloise lives in Vancouver with her family. When she’s not working, she loves skiing, travel and photography.

Meet Our Team - Eloise

Kujtim Koci, Director, Research and Analytics

Kujtim is the Director, Marketing and Analytics and an Associate of Seymour Consulting. He has led hundreds of market and social research projects, mainly for international donor organizations like the World Bank, UN Agencies, USAID, NATO, European Union and several Canadian FIs. Kujtim is the lead statistician for Seymour Consulting and works with a team of statisticians and Associates to support Seymour’s projects. As a Fulbright scholar, he attended the University of Wisconsin-Madison, pursuing an MBA degree, specializing in Marketing Research.

Client Testimonal – Conexus

 

“Eloise Duncan and her team led Conexus through various stages of Financial Wellness strategy development with expert knowledge, passion and innovation. She immersed herself in our organization, familiarizing herself with all that we represent and all that we do to ensure a successful partnership. Eloise skillfully engaged our Conexus teams, built great working relationships with our employees, and was entrusted to spend time with our valued members. Leveraging research insights and innovation methodologies, Eloise was instrumental in helping us to develop our Financial Wellness Vision, Member Promise, Value Proposition and Strategy. All project deliverables were completed to a high quality, on time and within budget.

Eloise and her firm Seymour Consulting 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

Client Testimonal – Prospera

 

 “Eloise Duncan of Seymour Consulting helped us to develop our four-year enterprise 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. Her strategy-to-execution experience and leadership in Customer Experience and Financial Wellness meant we got from “A to C” very quickly. All deliverables were created on time and within budget, and in a way that was engaging and inspirational for our team. Without hesitation, I would recommend Seymour Consulting to leaders of any customer-focused organization that wants to innovate and drive change – but needs capacity, expertise or both.”

Shawn Good

Previous CEO, Prospera and current CEO of SaskCentral

Collaborate for impact. Come talk to us.