The Push for Parity: Women in Leadership and Gender Pay Equity

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1 The Push for Parity: Women in Leadership and Gender Pay Equity Fred Pinto (Moderator) CEO, OceanRock and VP, Head of Wealth & Asset Management, Qtrade Aaron Bennett Partner & Senior Research Analyst, Jarislowsky, Fraser Limited Helle Bank Jorgensen President, UN Global Compact Network Canada Sandra Heldman Senior Accountant, Ontario Securities Commission Beatrix Dart Executive Director, Initiative for Women in Business; Professor, Rotman School of Management #RIACon17

2 Code: RIA #RIACon17

3 IN FOCUS: GENDER DIVERSITY

4 Investor opinions: Gender pay parity Do you agree or disagree that men and women should receive equal pay for equal work regardless of gender? 4% 2% 2% 16% Strongly agree Somewhat agree Somewhat disagree Strongly disagree 76% Not sure / Neutral

5 Investor opinions: Gender pay equity How do you feel about companies that DO NOT pay men and women equally for the same work? 5% 6% 3% Strongly disapprove Somewhat disapprove 22% Somewhat approve 63% Strongly approve Not sure / Neutral

6 Investor opinions: Gender pay equity Would you sell your investment if you learn that the company DOES NOT pay men and women equally for equal work? 12% 8% 15% Yes, I would sell this investment no matter what. Yes, I would sell this investment if I could find a similar investment that offers gender pay equity. Maybe 25% 40% No, I would not sell this investment Not sure

7 Investor opinions: Gender diversity - leadership Do you approve or disapprove of companies that have ZERO or VERY FEW women in senior executive positions? 17% Strongly disapprove 5% 5% 43% Somewhat disapprove Somewhat approve Strongly approve 30% Not sure / Neutral

8 Investor opinions: Board gender diversity Do you agree or disagree that there should be more women in corporate (board) leadership? 2% 6% 10% Strongly agree Somewhat agree 53% Somewhat disagree 29% Strongly disagree Not sure / Neutral

9 The Push for Parity: Women in Leadership and Gender Pay Equity Fred Pinto (Moderator) CEO, OceanRock and VP, Head of Wealth & Asset Management, Qtrade Aaron Bennett Partner & Senior Research Analyst, Jarislowsky, Fraser Limited Helle Bank Jorgensen President, UN Global Compact Network Canada Sandra Heldman Senior Accountant, Ontario Securities Commission Beatrix Dart Executive Director, Initiative for Women in Business; Professor, Rotman School of Management #RIACon17

10 SDG SURVEY 2017 GCNC s 2 nd SDG Survey to understand trends, priorities, and the new initiatives that Canadian organizations are taking to embed the 17 Global Goals Download this comprehensive SDG Survey 2017 Report at

11 SDG SURVEY 2017 RESULTS Rank the top SDGs in accordance to what you believe are the most important for your business or organization

12 The Push for Parity: Women in Leadership and Gender Pay Equity Fred Pinto (Moderator) CEO, OceanRock and VP, Head of Wealth & Asset Management, Qtrade Aaron Bennett Partner & Senior Research Analyst, Jarislowsky, Fraser Limited Helle Bank Jorgensen President, UN Global Compact Network Canada Sandra Heldman Senior Accountant, Ontario Securities Commission Beatrix Dart Executive Director, Initiative for Women in Business; Professor, Rotman School of Management #RIACon17

13 Thank you.

14 Notes and disclaimers Meritas is a registered trademark of Qtrade Canada Inc., used with permission Do well, doing good is a trademark of Qtrade Canada Inc., used with persmission The information contained herein is provided by OceanRock Investments Inc. ( OceanRock ) for general informational purposes only and is not intended to provide, and should not be relied upon as providing, legal, accounting, tax, financial, investment or other advice, or a solicitation to buy or sell any securities. Economic and market conditions are subject to change. OceanRock is a wholly owned subsidiary of Qtrade Canada Inc. and the trustee, manager, portfolio adviser and promoter of the Meritas SRI Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

15 The Push for Parity: Women in Leadership and Gender Pay Equity Fred Pinto (Moderator) CEO, OceanRock and VP, Head of Wealth & Asset Management, Qtrade Aaron Bennett Partner & Senior Research Analyst, Jarislowsky, Fraser Limited Helle Bank Jorgensen President, UN Global Compact Network Canada Sandra Heldman Senior Accountant, Ontario Securities Commission Beatrix Dart Executive Director, Initiative for Women in Business; Professor, Rotman School of Management #RIACon17

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