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Financial Summit for Newcomer Advisors 2023
27
Jul
-
27
Jul
2023
When
Toronto
Canada
Where

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.

Why Attend

Financial Summit for Newcomer Advisors 2023

Explore how to navigate financial challenges and opportunities.

Grow

Grab the opportunity to share your invaluable expertise and insights on the challenges faced by Newcomer Advisors.

Experience

Participate in innovative work-integrated training programs, coaching and mentorship, to position yourself for successful and fulfilling careers in the long run.

Be inspired

Learn how to navigate the complexity of becoming gainfully employed in Canada’s financial services sector. Leave with renewed confidence to shape your financial future.

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27 - 27 Jul 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Pat Dunwoody
Executive Director
Wanzi Silva
Senior Manager Client Success & Operations- Newcomer and Cultural Client Segment
Deepak Anand
Member Of Provincial Parliament - Mississauga Malton
Joady Guyot
Vice President, Advisor Development
Rick Wood
Vice President Client & Advisor Success
Vithu Ramachandran
Managing Lawyer
Margaret Bennett
National Recruitment Consultant
Abhiram Prabhu
Director of Business Development- Canadian Wealth Portfolio
Muraly Srinarayanathas
Co-Founder and Executive Chairman
Fazaad Bacchus
Financial Advisor, Sales Manager
Neelam Advani
Branch Manager
Sabina Michael
Associate Director, Intercultural Skills Lab
Shara Santan
Chief Operating Officer

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