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NEW Case Study: See what LGM Financial has accomplished, as it drives towards its Purpose!
How one Canadian company turned a social purpose into products, partnerships, capital decisions and measured results.
Published October 2026
Download it here.
LGM Financial Services: Innovating Around Purpose
When LGM defined its social purpose in 2018, "to accelerate responsible mobility for all", it began using that purpose to decide what to create next. I worked with LGM to help them define their Purpose through the United Way Social Purpose Institute's first cohort, and it's been a joy to see what has come out of it since.
For example, in 2020, LGM partnered with Polestar Canada and became one of the first Canadian finance and insurance providers to offer an online warranty for electric vehicles. A year later it launched GuardTree, a used car warranty subscription that offsets part of each member's annual carbon footprint from driving. It began covering ride share drivers who own their vehicles, and it now develops EV and hybrid protection for its carmaker partners and for SecureDrive, its own brand.
In fact, LGM was ready for the EV market before it arrived! (in the second quarter of 2026, zero-emission vehicles made up 10.7% of new vehicle registrations.)
Download it here.
REPORT:
Purpose Leadership: Lessons from Practice (download it here)
Organizations are operating in an era defined by complexity, accelerating change, and rising expectations from employees, customers, communities, and investors. Traditional leadership models—built on control, efficiency, and short-term optimization—are increasingly insufficient.
This report explores how a values-led leadership shift is underway and what many Purpose-led business leaders we have worked with, are seeing and experiencing.
“When purpose is alive - truly lived - teams stay committed, leadership grows from within, and the business thrives long after its founders are gone. You can run a business without purpose, but you can’t grow a great business without purpose.”
-Tony Scott, CEO Pro-Claim Group -
CASE STUDY: (1 of 3)
Armour Valve: When Liz McBeth stepped into the role of CEO she wanted to find a way to connect to the business that was meaningful to her and to future generations. She was looking for a strategic reboot for the business that would help Armour Valve make a material contribution to goals beyond profit. Read the Case Study to see what she did and the effect it had.
CASE STUDY: (2 of 3)
Community Savings Credit Union: The credit union movement is undergoing seismic change, making clarity and adaptability essential to building long-term strength and resilience. While Community Savings had a clear vision—to be the credit union of choice for the working community—and a strong mission focused on providing fair opportunities through member-first banking, leaders recognized this was not enough. The work ahead required something deeper. Read here to find out what that was.
CASE STUDY: (3 of 3)
Pro-Claim Group : “We already had a purpose before we even understood what a purpose was—we loved helping people. When I heard someone call it ‘social purpose,’ I thought, that’s who we are. There was finally a name for what we’d been doing.” Tony Scott, CEO, Pro-Claim Group. Find out how clearly articulating it helped this PCG here.
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