Building the Canadian Dream An Annual Summit is now The Financial Services Inclusion Summit

Overcoming the 60-second Bias to Discover Hidden Talent and Reinvigorating Pluralism in Canada

Date: Wednesday, September 11
Time: 12-6pm
Location: KPMG 333 Bay Street

Upcoming Agenda

Past Agenda

We have expanded our mandate to include the full spectrum of what diversity should mean when hiring financial services talent.

We aim to bridge the gap between personal, professional, and digital biases to help financial services organizations unearth valuable talent. We aim to bridge that gap by helping career prospects understand how to overcome those biases to secure a role worthy of their talents. We aim to bring employers and talent together to find innovative ways to breakthrough the bias.

Our 2023 Financial Summit for Newcomer Advisors, presented by 369 GlobalRBCCanadian ETF Association (CETFA) and powered by 369Konnect

Speakers included:MPP Deepak Anand, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development, Amit Brahme, Neelam Advani, Pat Dunwoody, Shaun Darchiville, Fazaad Bacchus, Vithu Ramachandran, Sabina Michael, Rick Wood, Joady Guyot, Margaret Bennett, Wanzi Silva, Abhiram Prabhu, Muraly Srinarayanathas, and Shara Santan!

Access the full videos of the panels and speeches from our 2023 Financial Summit for Newcomer Advisors.

Our 2023 Keynote Speaker

MPP Deepak Anand, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development

Amit Brahme, Head Newcomer and Cultural Client Segment at the Royal Bank of Canada, introduced MPP Deepak Anand, who shared his thoughts at the Financial Summit for Newcomer Advisors 2023.

Panel #1: “Newcomer Advisors on the Challenges of Getting Hired and Support”

The speakers include: Vithu Ramachandran – Ramachandran Law Professional Corporation (moderator), Neelam Advani – Royal Bank of Canada, Shaun Darchiville – 3Macs, a division of Raymond James, and Fazaad Bacchus – Desjardins.

Panel #2: “Recruitment Issues in the Finance Industry”

The speakers include: Rick Wood – Caldwell Securities Ltd. (moderator), Joady Guyot – Assante Wealth Management, Wanzi Silva – Royal Bank of Canada, and Margaret Bennett – Canada Life.

Fireside Chat with Sabina Michael, Associate Director, Intercultural Skills Lab, at University of Toronto, Rotman School Pat Dunwoody from the Canadian ETF Association facilitates a fireside chat with Sabina Michael, Associate Director, Intercultural Skills Lab, at University of Toronto, Rotman School.

Photo Gallery

Want to see more photos from the event? Click the button below to access the photo gallery! Please don’t forget to tag and include 369Konnect in the photo credits should you wish to publish them.

The event concluded with a reception and meaningful networking in a room filled with students, business leaders, and industry partners.

If you enjoyed this event and/or are interested in learning more about similar initiatives across different industries, follow us on social media to stay in touch.

If you are interested in learning more about how you or your organization can get involved and be a leader in this space, email us at hello@369konnect.co and we can discuss.

Background

Canada is expected to welcome 1.45 million immigrants over the next three years, with Statistics Canada projecting that the proportion of immigrants in our population could reach up 30% by 2036 and more than half of them would be of Asian origin. Of the Government of Canada’s Immigration Levels Plan for 2023-2025, more than 20% are expected to be skilled workers, including experienced finance professionals.

The Financial Summit for Newcomer Advisors will serve as a first-of-its kind forum to foster insightful discussions, exchange experiences, and collectively develop strategies to specifically assist newcomer financial professionals to navigate the complexity of becoming gainfully employed in Canada’s financial services sector. Our goal is to empower these professionals by providing innovative work-integrated training programs, coaching and mentorship, and workplace cultural sensitivity support to position themselves for successful and fulfilling careers in the long run.

The summit will also address the recruitment challenges encountered by the sector itself. By understanding and addressing these issues, we can collectively work towards creating a more diverse, inclusive, and equitable workforce that can truly leverage the broad knowledge capital, the depth of experience, and unique insights and expansive networks that global finance professionals bring to Canadian financial industry employers.

Presenting Partners

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Our 2023 Speakers

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Wanzi Silva

Senior Manager, Newcomer & Cultural Client Segment, Personal Financing Products Personal & Commercial Banking, RBC

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MPP Deepak Anand

Parliamentary Assistant to Minister McNaughton – Ministry of Labour, Immigration, Training and Skills Development.

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Joady Guyot

Vice President, Advisor Engagement

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Rick Wood

CFP, CIM, Vice President Client & Advisor Success

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Vithu Ramachandran

Managing Partner, Ramachandran Law Professional Corporation

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Margaret Bennett

BA Hons., MA, CFP®

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Abhiram (Abhi) Prabhu

MBA. Director of Business Development, Wealth Professional Canada

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Muraly Srinarayanathas

Co-Founder and Executive Chairman, 369 Global

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Shaun Darchiville

PFP Financial Advisor, 3Macs Division of Raymond James Ltd.

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Fazaad Bacchus MBA

EPC, RISE, Financial Advisor, Desjardins Financial Security Investments Inc.

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Neelam Advani

Masters in Life Science, Branch Manager at RBC

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Sabina Michael

Associate Director of the Intercultural Skills Lab, University of Toronto

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Pat Dunwoody

Executive Director, Canadian ETF Association

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Shara Santan

Chief Operating Officer, 369Konnect