Toronto, Canada (November 27, 2024) – VersaFi is inviting all members of Canada’s finance industry  to share their unique and critical perspectives on equity and inclusion through its newly launched Equity Equation survey.

This brief and anonymous survey aims to provide a comprehensive analysis of employee experiences in finance, capturing a broad spectrum of perspectives. It aims to explore how all personal identities and intersectionalities —including gender, race, age and sexual orientation—intersect with workplace realities. Specifically, the survey focuses on:

  • Roles and satisfaction across finance sectors.
  • Access to growth and development opportunities.
  • Workplace culture, treatment, and fairness, including insights into pay equity, compensation, and systemic barriers.
  • Recruitment and retention of women and gender-diverse professionals.
  • The evolving impact of AI and emerging technologies on finance careers.

The insights gathered will help determine what progress has been made; and what barriers continue to impact progress. VersaFi will leverage this data to develop actionable recommendations aimed at reshaping workplace policies, practices, and cultures across the sector.

VersaFi seeks to engage 1,000 professionals representing diverse finance fields, from asset and wealth management to banking and fintech. The survey is open to all individuals working in finance until February 2025.

“The Equity Equation survey stands apart because it delves into the realities of today’s finance sector,” says Tanya van Biesen, president and CEO of VersaFi. “We’re not just asking the usual questions about workplace culture. This survey dives deeper—into how AI is transforming job roles, the barriers to career growth, the nuances of pay equity, and the effectiveness of recruitment and retention strategies. By capturing these perspectives, we’re creating a 360-degree view of the current state of the industry and building the foundation for actionable change.”

Key Details:

  • Who Can Participate? Women, men and gender-diverse professionals who work full-time or part-time across all financial sectors. 
  • Is It Anonymous? Yes. The survey collects no identifying information, and all data will be disaggregated to ensure confidentiality.
  • What’s the Time Commitment? Eight to 10 minutes.
  • How Long Is It Open? Until February 2025.

How to Participate:
Take the survey today and be part of the movement towards gender equity in the Canadian finance industry: sentis.ca/versafi/7

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About VersaFi:
VersaFi is a national, not-for-profit organization focused on accelerating equity for women in the finance sector. Founded in 1995 as Women in Capital Markets (WCM), the organization rebranded in 2024 to empower and advocate for women and gender-diverse individuals across the finance sector, at all stages of their careers, nationally.  It does this by fostering a pipeline of talent at all levels; being the leading voice and advocate for gender equity in the sector; and by working with finance sector leaders to implement impactful and lasting structural and cultural change. Its community has grown to more than 4,000 members across the sector, representing Canadian bank-owned dealers and wealth managers, independent and foreign-owned dealers, asset managers, insurance companies, pension plans, regulatory agencies, exchanges, and advisory firms. To learn more, or to become a member, visit www.versafi.ca.