12-Month Lobbying Summary - In-house Corporation

• Subject matter details in previous versions

  Details Regarding the Identified Subject Matter

  Subject matters	Details	Categories
  Subject matters were not required to be associated with subject matter details when this content was submitted	Arranging meetings and outreach with Public Office Holders in relation to Questrade’s goal in helping Canadians become more financially secure, contributing to the affordable housing strategy as a champion and providing the most innovative & cost-efficient online financial and other services.	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
  Subject matters were not required to be associated with subject matter details when this content was submitted	Interest in implementing actions to provide Canadians with more control over their financial health, including financial literacy; establishing an open banking system in Canada.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Offering input related to the review of financial institutions policy and Bank Act and/or emerging policies related to the financial technology sector to allow for greater innovation and competition	Legislative Proposal, Bill or Resolution, Regulation

  Subject matters in previous versions

  • Budget
  • Consumer Issues
  • Education
  • Financial Institutions
  • Housing
  • Industry
  • Privacy and Access to Information
  • Small Business
  • Taxation and Finance

Government Institutions

• Bank of Canada
• Business Development Bank of Canada (BDC)
• Canada Deposit Insurance Corporation (CDIC)
• Canada Mortgage and Housing Corporation (CMHC)
• Canada Revenue Agency (CRA)
• Competition Bureau Canada (COBU)
• Finance Canada (FIN)
• Financial Consumer Agency of Canada (FCAC)
• Global Affairs Canada (GAC)
• House of Commons
• Infrastructure Canada (INFC)
• Innovation, Science and Economic Development Canada (ISED)
• Office of the Federal Housing Advocate
• Office of the Privacy Commissioner of Canada (OPC)
• Office of the Superintendent of Financial Institutions Canada (OSFI)
• Prime Minister's Office (PMO)
• Privy Council Office (PCO)
• Senate of Canada
• Treasury Board Of Canada Secretariat (TBS)

Communication techniques

Communication techniques that have been used or are expected to be used in the course of the undertaking:

• Grass-roots communication
• Oral communication
• Written communication

Senior Officers whose lobbying activities represent less than 20% of their Duties

• Edward Kholodenko, President & CEO | No public offices held
• Rob Galaski, Chief Journey Officer | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

• Tanya Woods, Head of Government and Regulatory Affairs and Policy Counsel | No public offices held

• Lobbyists in previous versions

  Senior Officers whose lobbying activities represent less than 20% of their Duties

  • Romit Malhotra, Chief Strategy Officer | No public offices held

  Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

  • Masi Naserie, Senior Strategy and Policy Advisor | No public offices held
  • Rita Rahmati, Government and Regulatory Affairs Manager | Designated public offices held¹