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Financial institutions are committed to improving their clients’ financial wellbeing - but many Canadians still face challenges in achieving even basic financial goals.


Industry research highlights how Canadians are increasingly turning to their banks for support and guidance as they navigate everyday economic pressures. This presents an incredible opportunity for banks to enhance trust, deliver greater value, and foster stronger relationships with their clients.


In our new three-part series - 'The Confidence Equation: How Canadian Banks Can Enhance Financial Wellbeing' - we explore how banks can rise to the occasion and make a lasting impact for their customers. By addressing challenges head-on, they can empower Canadians to not only meet their goals - but also to dream bigger and achieve more.

Financial Wellbeing - Insights & Analysis

The Advisory Opportunity

A secure future starts with smart planning. Explore how banks can provide expert guidance, powerful savings tools, and financial education to help Canadians build lasting wealth.

Credit Delinquency 

Debt shouldn’t define Canadian's financial futures. Financial institutions play a crucial role in helping Canadians stay on track with responsible lending, flexible repayment solutions, and proactive financial guidance.

Customer Experience & Satisfaction

Banking should be seamless and stress-free. By offering personalized support, intuitive digital tools, and responsive service, financial institutions can empower Canadians to take control of their finances with confidence.

Connect with our experts

Theepah Tharmalingam
Partner, Banking & Payments theepah.tharmalingam@capco.com 

Carmen Puzzo
Senior Advisor, Banking & Payments 
carmen.puzzo@capco.com

Carmina Venditti
Partner, Wealth & Asset Management 
carmina.venditti@capco.com

Jasmina Hazuria
Executive Director, 
Wealth & Asset Management

 jasmina.hazuria@capco.com

Mark Richards
Managing Principal, Banking & Payments
mark.richards@capco.com

Brian Lian
Associate, Banking & Payments
brian.lian@capco.com

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