Eloise Duncan, Principal and CEO
Eloise is a senior business strategist and Certified Management Consultant (C.M.C), pioneering financial health and wellness research, measurement, customer experience strategy and business development in Canada. Eloise advises FIs, fintechs and client organizations to support the financial health and wellness of their customers at scale. Eloise has 20+ years’ experience in leading transformational business change and innovation across a range of sectors in North America and Europe. She founded Seymour Consulting in 2009 and Financial Health Index, a specialist practice of Seymour Consulting, in 2017.
Eloise has worked and lived in many countries: including the UK, Poland, Spain, Mexico, Guatemala and Canada. She loves to travel, and lives in North Vancouver with her family.
Senior Associate and Director of Research
John has 18 years of experience in marketing research and business analytics. Ten of those years were spent working in financial services where he gained hands-on experience in customer analytics, data mining and modeling, working at Vancity Savings Credit Union. John provides tailored analytical solutions in support of strategy development and validation for clients. His experience and expertise in the financial wellness arena includes designing quantitative financial well-being research, identifying behavioural drivers of financial health, conducting customer-level financial wellness segmentation and developing statistical models to determine key financial health indicators and indices.
Maggie Baker, Ph.D.
Maggie has been a practicing clinical psychologist for 30 years, specializing in couples, relationship issues, anxiety and depression. Over the last nearly 20 years Maggie has developed an expertise in the psychology of money and financial wellness. Although she still works with other types of issues, her main focus is now on financial therapy, public speaking and doing workshops about her book, Crazy About Money: How Emotions Confuse Our Money Choices and What To Do About It, behavioral economics and financial wellness.
Jose Jaime Guerrero, M.A. R.C.C C.P.A
Jose Jaime is an expert Clinical Counsellor and Financial Mentor, with over 15 years of experience in financial therapy and money coaching. Jose also has 30 years of experience as a senior financial accountant (CPA), where he worked in financial and business roles at Samsung, Marubeni, Walmart, Johnson & Johnson and TIO Networks. Jose has delivered over 300 Financial skills workshops and mentoring sessions for individuals, couples and families across Canada.
Gerry is a seasoned research professional with more than 27 years of experience in research. He is skilled in the uses of a variety of qualitative research techniques and methodologies and is known for bringing a creative approach to traditional research studies, while creating strategic insights for his clients. Gerry has worked with Seymour Consulting on a number of high profile projects in the financial services and pensions industries, and has moderated over 700 focus groups over the course of his career.
Graphic Designer and Marketing & Communications Associate
As an experienced graphic designer and marketing communication specialist, David instinctively knows how to combine any topic with creative visuals and present them in an original way that is both compelling and simple. David is an expert in branding, design and marketing communications. He also has extensive experience in communications and marketing in the pensions and retirement planning industry.
Marketing and Communications Associate
Cindy understands the complexities of marketing and branding in the digital age, and has driven online marketing and content strategy for clients large and small. She is a seasoned wordsmith with a strong background in journalism and has worked across a broad range of industries including financial services, publishing, technology, science, health and more.