Event Program

• View the full Event Program (EN) (FR)
• Event Synopsis: The National Research Symposium on Financial Literacy brings together Canadian and international thought leaders to share evidence that will inform the implementation of the National Strategy for Financial Literacy. This year, the Symposium theme is Using Research to Improve the Financial Well-Being of Canadians. Presentations and sessions will be organized under the following topics, which directly contribute to overall financial well-being: day-to-day money management, building savings and managing debt.

Symposium Videos

DAY 1 Morning

DAY 1 Afternoon

DAY 2

Speakers & Presentations

DAY 1

• Symposium Welcoming Remarks
  Vivek Goel, University of Toronto
  Lucie Tedesco, Financial Consumer Agency of Canada

• Keynote Speaker
  Dr. Elaine Kempson, University of Bristol (PDF)

• Financial Well-Being - Around the World
  Moderator: Steve Trites, Financial Consumer Agency of Canada
  Dr. Rebecca Kong, Financial Consumer Agency of Canada (PDF) (FR)
  Celestyna Galicki, New Zealand Commission for Financial Capability (PDF)
  Dr. Elaine Kempson, University of Bristol (PDF)

• Financial Vulnerability
  Moderator: Dr. Brenda Spotton Visano, York University (PDF)
  Dr. David Rothwell, Oregon State University (PDF)
  Eloise Duncan, Seymour Consulting (PDF)
  Dr. Andrea Hasler, George Washington University (PDF)
  Dr. Jerry Buckland, Menno Simons College (PDF)

• How a Lack of Resources Distorts Decision-Making
  Moderator: Dr. Jiaying Zhao, University of British Columbia (PDF)
  Sam Hirshman, University of Chicago (PDF)
  Suanna Oh, Columbia University (PDF)
  Dr. Caroline Roux, Concordia University (PDF)

• Innovative Approaches to Educating Consumers
  Moderator: Dr. Karen Duncan, University of Manitoba (PDF)
  Nicole Rivest, Financial Consumer Agency of Canada (PDF) (FR)
  Nick Watkins, Money Advice Service (PDF)
  Dr. Pierre-Carl Michaud, HEC Montréal

• Debt Management: How to Encourage Canadians to Pay Down Debt?
  Moderator: Dr. Dilip Soman, University of Toronto (PDF)
  Dr. Keri Kettle, University of Manitoba (PDF)
  Dr. Scott Rick, University of Michigan (PDF)
  Dr. Nicole Robitaille, Queen’s University (PDF)

DAY 2

• Showcase-Application of Financial Literacy Research
  Bruno Lévesque, Financial Consumer Agency of Canada
  Dean Estrella, Momentum (PDF)
  Steve Vanderherberg, Woodgreen (PDF)
  Douglas Sarro, Ontario Securities Commission (PDF)
  Philip Barrar, Mylo (PDF)

• Debate - Innovations in Financial Services are a Boon for Financial Inclusion
  Moderator: Dr. Dilip Soman, University of Toronto
  Preet Banerjee, Independent consultant and columnist
  Dr. Nicole Robitaille, Queen's University
  Doug Steiner, Evree
  Dr. Avni Shah, University of Toronto

• Closing Remarks from Symposium Hosts
  Jane Rooney, Financial Consumer Agency of Canada
  Dilip Soman, University of Toronto (PDF)

Poster Presentations

• A Long-Term Comparison of Consumer Debt Relief Options in Canada
  Patricia White, Jodi Letkiewicz, PhD, Credit Counselling Canada
• Payroll as a Financial Wellness Solution
  Janice MacLellan, Canadian Payroll Association
• The Relationship Between Budgeting and Financial Well-Being (FR)
  Nicole Rivest, Financial Consumer Agency of Canada
• MoneyFit Challenge Evaluation: Financial Literacy Knowledge, Attitude and Behaviour Change
  Karene Nettel, Best Life Rewarded, Inc.
• Focusing on the Financial Health and Resilience of Canadians
  Eloise Duncan, Seymour Consulting
• The Building Blocks of Financial Capability in the UK
  Nick Watkins, Money Advice Service
• Financial Empowerment: Personal Finance for Indigenous People
  Bettina Schneider, PhD, First Nations University
• Carrot’s Financial Road Map
  Lauren White, MSc, Megan Nobrega, Carrot Rewards
• The Impact of Direct Giving for People Experiencing Homelessness
  Ryan Dwyer, UBC
• How Canadians Feel About Their Money (FR)
  Doretta Thompson, CPA Canada
• Home Equity Lines of Credit: Consumer Knowledge and Behaviour (FR)
  Financial Consumer Agency of Canada