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Our 2023 Financial Summit for Newcomer Advisors, presented by 369 Global, RBC, Canadian ETF Association (CETFA) and powered by 369Konnect, was a huge success! Thank you to every single one of you who showed up and showed out, making this event a memorable one for so many reasons.
We heard from many talented speakers, including 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!
Below you can access the full videos of the panels and speeches from our 2023 Financial Summit for Newcomer Advisors, presented by 369 Global, RBC, Canadian ETF Association (CETFA) and powered by 369Konnect!
Keynote Speech
MPP Deepak Anand, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development
In this video, Amit Brahme, Head Newcomer and Cultural Client Segment at the Royal Bank of Canada, introduces MPP Deepak Anand, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development, who shares his thoughts at the Financial Summit for Newcomer Advisors.
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.
Advisor Registration
| 1:00 – 1:30 PM | Registration |
| 1:30 – 1:32 PM | Introduction and welcome by Pat Dunwoody, Executive Director, CETFA |
| 1:32 – 1:40 PM | Introduction of the MPP by Amit Brahme, Head Newcomer and Cultural Client Segment at RBC. |
| 1:40 – 2:00 PM | Deepak Anand MPP, Parliamentary Assistant to the Minister of Labour, Immigration, Training and Skills Development Member, Standing Committee on Finance and Economic Affairs |
| 2:00 – 3:10 PM | Abhiram Prabhu, Business Development Director, Wealth Professional Magazine will introduce Newcomer Advisor panel. |
| Panel Discussion | Newcomer Advisors on the challenges to get work and support. Moderator: Vithu Ramachandran, Managing Lawyer, Ramachandran Law Professional Corp Neelam Advani, Masters in Life Science, Branch Manager at RBC Fazaad Bacchus MBA, EPC, RIS, Financial Advisor, Desjardins Financial Security Investments Inc. Shaun Darchiville, Financial Advisor, Raymond James |
| 3:10 – 3:25 PM | Refreshments Break-Sponsored by Fundata |
| 3:25 – 4:15 PM | Panel Discussion – Issues the Financial Services Industry is having recruiting people. Facilitator: Rick Wood, Vice President Client & Advisor Success Caldwell Securities Joady Guyot, Vice President, Advisor Development CI Assante Wealth Mgmt Margaret Bennett, National Recruitment Consultant, Canada Life Wanzi Silva, Senior Manager, Client Success & Operations – Newcomer & Cultural Segment, RBC |
| 4:15 – 4:45 PM | Fireside Chat – Pat Dunwoody & Sabina Michael, Associate Director, Intercultural Skills Lab, at University of Toronto, Rotman School |
| 4:45 – 6:00 PM | Closing Remarks by Shara Santan, COO, 369Konnect followed by reception and cocktails. |
Continuing Education Credits
We will be offering FP Canada continuing education credits for this summit. In addition, this half day event has been approved for 3.0 CE credits by The Institute for Advanced Financial Education (IAFE).
Please note you must attend the entirety of the event as we do not offer partial credits
Speakers
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Wanzi Silva
Senior Manager, Newcomer & Cultural Client Segment, Personal Financing Products Personal & Commercial Banking, RBC
Read bio
MPP Deepak Anand
Parliamentary Assistant to Minister McNaughton – Ministry of Labour, Immigration, Training and Skills Development.
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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.
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