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Initiative

Guided Outcomes (GO)™

Eckler partners with employers, pension plans and unions across Canada to deliver workplace financial wellness services to employees and their members. Eckler’s Guided Outcomes (GO)™ financial wellness curriculum is a modular, multi-channel educational program that addresses the full spectrum of financial wellness: from cashflow management to retirement readiness.

Adopter: Eckler

Initiative

Website Survey 1

A website survey designed to assess consumers' understanding of web content.

Adopter: Anonymous organization

Initiative

Website Survey 2

A website survey designed to assess consumers' understanding of web content.

Adopter: Anonymous organization

Initiative

Website Survey 3

A website survey designed to assess consumers' understanding of web content.

Adopter: Anonymous organization

Finding

Of people who said it was too complicated to open an RDSP, 29% cited complications filling in the tax forms and 44% had complications visiting the bank to open a plan.

Initiative: Survey on Savings for Persons with Disabilities

Adopter: Statistics Canada

Finding

40% of workshop participants opened tax-free savings accounts for emergency savings.

Initiative: A targeted savings program

Adopter: Anonymous organization

Finding

Consumers' understanding that a bank cannot increase their credit card limit without their approval has declined since 2019 (down 3 points to 57% versus 60%).

Initiative: Survey of Consumers' Awareness of their Financial Rights and Responsibilities

Adopter: Financial Consumer Agency of Canada

Finding

Awareness remains highest among consumers that a bank cannot issue a credit card without the client’s prior approval (78%, unchanged from 2019).

Initiative: Survey of Consumers' Awareness of their Financial Rights and Responsibilities

Adopter: Financial Consumer Agency of Canada

Finding

Awareness remains highest among consumers that banks are required to provide easy-to-understand information on the cost of financial products and services they offer (81%, unchanged from 2019).

Initiative: Survey of Consumers' Awareness of their Financial Rights and Responsibilities

Adopter: Financial Consumer Agency of Canada

Finding

Seniors (68%) were more likely than non-seniors (62%) to agree that bank employees have the knowledge and skills to help them identify signs of financial abuse, fraud, or scams.

Initiative: Survey on Banking of Canadians

Adopter: Financial Consumer Agency of Canada

The Financial Consumer Agency of Canada does not endorse, directly or indirectly, any adopters of the Measurement Plan, nor does it make any representations or warranties, express or implied, concerning the adopters' products or services or their fitness for a particular purpose.

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