International Women’s Day: March 8, 2026

Reflecting on inclusion in our industry

International Women’s Day is a great opportunity to pause and think about how we support the women clients we serve. In wealth management, inclusion is not just a theme for one day a year — it plays a critical role in building stronger relationships and long‑term business growth.

Our recent Master Class – From Insight to Inclusion: Engaging Women Investors with Confidence –reinforced this.

The 60-minute session, featuring Susan Silma, Client Experience Transformation Leader and industry speaker and columnist, looked at why many women still feel under‑served in our industry and what advisors can do to create a more engaging and supportive experience.

Here are a few key takeaways from the conversation:

• Inclusion strengthens your practice. When women feel heard and understood, trust grows —and so does loyalty.

• Start with better conversations. Susan shared ways to turn research and insights into everyday discussions that feel relevant and meaningful to women.

• Consistency builds confidence. A clear, repeatable process for prospecting, onboarding and reviewing plans with women clients helps ensure they feel included from day one.

Did you know: 82% of advisors who attended the live Master Class identified the need to add more women clients to their business.

As we celebrate International Women’s Day, it is a good reminder that creating a space where women feel comfortable, informed and valued benefits everyone — and positions your practice for long‑term success.

If you missed the session — or would like to revisit the ideas — the Master Class recording is now available on demand. On behalf of everyone at Equitable, Happy International Women’s Day Canada.

Date posted: Thursday, March 5, 2026