The Equity Equation: A Roadmap to Equity, Diversity and Inclusion in Canadian Finance

From WCM. The Equity Equation is an industry-wide study of employee experiences in Canada’s finance industry. It investigates how gender, race and sexual orientation impacts an employees’ experience at work.

The Equity Equation aims to inform the finance industry’s diversity strategies and best practices, and to equip WCM’s partner firms, their leaders, managers and employees with tangible recommendations to advance equity. These recommendations offer a roadmap for our partners who wish to advance equity, diversity and inclusion.

This report is based on survey data gathered in 2019 by WCM, from 600 professionals working in firms in Canada’s finance industry. Respondents span many demographic groups, including gender, sexual orientation, race, seniority level, age and areas of capital markets.1 WCM’s future research will further explore the lived experiences of a wider range of intersectionalities, including disabilities. Full datasets to each survey question are presented in the "Selected Survey Responses" section from page 18 onwards.