Money Types and Financial Resilience Final Report

This report represents a pioneering integration of the Institute’s Seymour Financial Resilience Index ® with Money Types and is based on robust data with over 5000 adult Canadians from the Institute’s October and June 2023 Financial Well-Being studies. It’s the first work of its kind in the world: integrating many years of money belief and money personality work led Dr. Maggie Baker with an innovative overlay of the Institute’s Financial Resilience Index model. The analytics results provided are valuable for banks, financial advisors, financial planners, the financial services industry as a whole, as well as individuals and couples.

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