VersaFi (formerly WCM)

Our thanks to TD for hosting our Pathways to Success Panel Event! Yesterday evening, we brought together nearly 100 professionals for an inspiring discussion, where industry leaders opened up about their own experiences developing their personal brand, and provided some fantastic career advice for those at an early stage in their career. Thank you to our amazing panel, Amy Van Arnhem, Rocsana Filip, Fareena Rahim, & Amy Wong, and our moderator Franceen Bernstein. We can't wait for our other upcoming panel events! See our calendar for all our upcoming events across Canada: https://lnkd.in/g4ZUN9Eb

Shine a Light on the Rising Stars! Do you know a dynamic woman or gender-diverse individual making waves early in their finance career? It’s time to recognize their impressive achievements and commitment to equity! 🏆 The VersaFi Rising Star Award is now open for nominations! We’re celebrating up to THREE standout professionals who have: ✅ Shown strong progression early in their careers and are on the path to senior roles ✅ Advocated for equity, diversity, and inclusion, with a focus on advancing women ✅ Educated their peers, engaged men as allies, and supported the advancement of other women in the industry. Nominate your rising stars today! Let’s celebrate these future leaders who are already making a significant impact with just 3–6 years of experience in finance. Submit your nominations now and help us honour their remarkable achievements! More information on criteria and awards: https://ow.ly/kVTl50SJeQA Rising Star nomination form: https://ow.ly/8nLC50SJeQB #VersaFiAwards #RisingStar #Leadership #Equity #Inclusion #Diversity #FinanceLeaders #NominateNow

Another important reminder about the wealth transfer taking place between men and women and why having women wealth and investment advisors is so important: "In Canada, RBC Wealth Management projects that women will control $4tn in assets by 2028, almost doubling their current share." This is one of the many reasons we, at VersaFi (formerly WCM), are committed to encouraging women into the sector and ensuring that they have the tools to thrive once here. Come and join us! #womeninwealth #womeninvestmentadvisors #wealthtransfer #wealthmanagement #investments #investmentadvisors #investmentadvisory

🌟 Nominations are Now Open for the VersaFi Leadership Awards! 🌟 While some industries are pulling back their EDI efforts, Canada's finance sector continues to do what's right. Let's recognize and honor those who are leading the charge. Do you know a standout leader in the finance sector who is driving change and fostering an equitable and inclusive work environment? Nominate them today for one of our prestigious #LeadershipAwards! Our annual awards celebrate the work, innovation, and ingenuity required to create environments where everyone can thrive. By nominating someone, you're not just saying "thanks for your efforts" — you're showing that their contributions matter and are setting an example for the entire finance sector. Award Categories: Rising Star 🏆 Trailblazers 🏆 Outstanding Volunteer 🏆 Transformational Leadership 🏆 Excellence in Innovation 🏆 Allyship 🏆 Nominate a deserving individual today and let’s celebrate those who are making a real difference! Criteria and nomination information is available here: https://lnkd.in/eXX38K76 #FinanceLeadership #InclusiveWorkplace #EquityInFinance #LeadershipRecognition #FinanceSector

We love seeing our student community grow, and sparking their interest in the myriad of opportunities the finance sector has for them. Last night’s “Bay Street Careers in Sustainability” event was a success — we welcomed over 60 students from across the country to network and engage in an enlightening discussion about the various career paths in sustainable finance. We want to thank Ontario Teachers' Pension Plan (OTPP) for hosting us and our attendees. Additional thanks to our speaker panel who shared their personal experiences and industry insights, making the discussion so inspiring and informative: 🔹 Damola A.  | OTPP 🔹 Jordan Retsinas | CIBC Capital Markets 🔹 Mary Chan, | CIBC Capital Markets 🔹 Milla Kokhanova | OTPP 🔹 Sylvia Lee  | OTPP Additional thanks to Keren Beletsky and Hao Tian from our Ontario Steering Committee, and VersaFi’s Tarah McMaster and Tiffany Holtz for organizing this stellar event!

Launched in June 2022, our #ParentalLeavePledge provides a roadmap for organizations to follow to ensure that their parental leave policies and practices are inclusive and equitable to all those who use them. PwC Canada was one of more than 20 organizations that signed this Pledge to take action (https://lnkd.in/eJEtnDH8). It’s not just about the creation and implementation of a flexible, inclusive parental leave policy, which is an important first step. It’s also about working to help evolve cultural norms and finding ways to foster a more supportive and inclusive work environment for everyone. Be sure to check out The Parent Potential report https://lnkd.in/e7NbHmGd

VersaFi has a community of more than 4,000 women, gender-diverse individuals and men who actively support each other. One of the most impactful benefits of membership with us is the ability to connect with other members. Through our virtual networking sessions; 'VersaFi Link-Up', our mentorship programs, and our regional events, we provide women with opportunities to build a network of support at every career stage. See what opportunities we have for you at https://versafi.ca/ 

Join us on July 24 for our TD Presents: Pathways to Success Panel Event, and hear from some of Canada’s top financial leaders who will address the value of personal branding, and the impact it’s had on their own careers. Panelists: 🔹Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities 🔹Rocsana Filip, Senior Investment Advisor, TD Wealth 🔹Fareena Rahim, Director, Regulatory and Supervisory Management, TD Securities 🔹 Amy Wong, Senior Regional Manager, TD Wealth The session will be moderated by Franceen Bernstein, Vice President and Head of Financial Planning, TD Wealth, and will also include a question and answer period and a networking opportunity to connect with fellow finance professionals. This event is open to finance professionals of all genders. Discounted pricing available for members — get your tickets here: https://lnkd.in/evr59DgR

During our webinar with Fix The Broken Rung, we discussed the crucial roles that allies, mentors and sponsors play in creating a more equitable industry. Panelist Hao Tian shared some personal insight into the importance of allyship in her own career; “I do think allyship is very very important in the financial world. I personally experienced the power of allyship through my Return to Bay Street journey because the program is a really tailor-made program. While not all conversations lead to job offerings, building allyship throughout the way is very helpful. You get more people advocating for you, probably behind the door, and that actually increases your chance to getting in a new role, or getting promoted. I think that’s the power of allyship.” — Hao T., Director of Sustainability Advisory, CIBC Capital Markets VersaFi’s Return to Bay Street Program helps women re-enter the finance sector after a period of leave, or after immigration. To date, it has brought 124+ women back to the finance sector. Learn more here: https://lnkd.in/eRyxCsTV

Are you a woman entrepreneur, CEO and/or founder looking for a fantastic professional development and networking opportunity for you and your business? The Canaccord Genuity Advisory Program for Women Entrepreneurs partners with women-led organizations to take them to new heights! See more information here on how to apply: https://lnkd.in/gwqSK36v