Financial institutions that effectively address the gender gap in wealth management and investment advising stand to significantly benefit from the impending wealth transfer.
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Our research and reports provide key insights into the challenges, opportunities, trends and topics impacting women and gender-diverse professionals in Canadian finance.
Explore VersaFi’s dynamic research landscape, encompassing in-house studies, collaborative projects with industry partners, and commissioned research from third-party vendors. We deliver comprehensive insights that empower informed decision-making. Discover our reports which reflect our commitment to comprehensive analysis and strategic insights in the realms of finance, equity, diversity, and inclusion.
Les institutions financières qui s’attaquent efficacement à l’écart entre les sexes dans la gestion de patrimoine et le conseil en investissement bénéficieront considérablement du transfert de richesse imminent.
Women’s wealth is growing rapidly in Canada, and with it comes the need for advisors who understand their priorities. And yet, only 15-20% of financial advisors are women. So why aren’t more women stepping into these roles?
A recent study by VersaFi explores the persistent gender equity challenges within the Canadian investment banking sector. The survey results demonstrate that systemic barriers remain, hindering women’s recruitment, retention, and advancement in the sector.
Qu’est-ce que l’intersectionnalité? L’intersectionnalité est la reconnaissance du fait que chaque individu a des identités sociales multiples dont les intersections et les interactions influent sur ses expériences, ses avantages et ses désavantages au sein de la société
VersaFi (formerly WCM)’s The Future of Work in Finance report provides a snapshot of employee experiences with remote work in the pandemic specific to Canadian finance and offers targeted recommendations for organizations to support building equitable and productive hybrid work models.