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Building the Canadian Dream

Newcomer Financial Series and Summit

The first of its kind financial literacy event exclusively for new Canadians and financial advisors who serve them.

Educating New Canadians for Financial Freedom

Canada is expected to welcome 1.3 million immigrants in just over the next three years alone, with Statistics Canada projecting that the proportion of immigrants in our population could reach upto to 30.0% by 2036 and more than half of them would be Asian origin. These and other newcomers who are already in Canada have to navigate complex financial, legal, and tax systems as they try to settle in the country’s largest urban centres such as Toronto, Montréal, and Vancouver.

The Canadian Newcomers Financial Series and Summit is a first of its kind financial literacy event aimed at both new consumers and advisors.

Financial Literacy Webinars

Upcoming Webinars

Past Webinars

Canadian Newcomers Financial Summit

The first of its kind financial literacy summit for advisors, wealth managers, and other finance professionals looking to create value for new consumers in Canada.

Speakers

Wanzi Silva

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

MPP Deepak Anand

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

Joady Guyot

Vice President, Advisor Engagement

Rick Wood

CFP, CIM, Vice President Client & Advisor Success

Vithu Ramachandran

Managing Partner, Ramachandran Law Professional Corporation

Margaret Bennett

BA Hons., MA, CFP®

Abhiram (Abhi) Prabhu

MBA. Director of Business Development, Wealth Professional Canada

Muraly Srinarayanathas

Co-Founder and Executive Chairman, 369 Global

Shaun Darchiville

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

Fazaad Bacchus MBA

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

Neelam Advani

Masters in Life Science, Branch Manager at RBC

Sabina Michael

Associate Director of the Intercultural Skills Lab, University of Toronto

Pat Dunwoody

Executive Director, Canadian ETF Association

Shara Santan

Chief Operating Officer, 369Konnect

Sponsors

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Inquiries

General:

patdunwoody@cetfa.ca

Sponsorship:

dinesh@369konnect.co

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