12-Month Lobbying Summary - In-house Corporation

Return to 12-Month Lobbying Activity Search Results

Wealthsimple Investments Inc / Michael Katchen, Chief Executive Officer

Registration Summary

Active - Last Updated: 2024-11-01

Who is lobbying?

Wealthsimple Investments Inc (Address & business activities)

Michael Katchen, Chief Executive Officer

Received government funding or funding expected in current financial year

Business Relationships

Wealthsimple Investments Inc is a subsidiary of the following parent companies

Power Corporation of Canada/Power Corporation du Canada (Address information)

Beneficiaries of the Lobbying Activity

Wealthsimple Investments Inc does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

What is being lobbied?

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Financial Institutions, Privacy and Access to Information	Bill C-27, Digital Charter Implementation Act as it relates to data portability, privacy and enabling consumer benefits of open banking	Legislative Proposal, Bill or Resolution
Economic Development, Financial Institutions	Engage with government support the implementation of open banking, payments modernization and the real time rail with a focus on benefits for individual Canadians and small businesses	Policies or Program
Consumer Issues, Financial Institutions	Engage with government to ensure Retail Payments Activities Act Regulations reflect existing requirements for prudentially regulated financial institutions including those regulated at the provincial or territorial level.	Regulation
Consumer Issues, Financial Institutions	Engage with government to share our experience with registered savings accounts (including the FHSA)	Policies or Program
Financial Institutions	Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money	Policies or Program
Taxation and Finance	Provide input on the range of tax filing services available to Canadians as the Canada Revenue Agency (CRA) develops its automatic tax filing plan.	Policies or Program

Who is being lobbied?

Government Institutions

Bank of Canada
Canada Revenue Agency (CRA)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)

Communication techniques

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

Oral communication
Written communication

Who are the lobbyists?

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

No lobbyists added

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

Tom Johnson, Senior Manager, Public Affairs | No public offices held
Jessica Oliver, Head of Government and Regulatory Relations | Designated public offices held

Lobbyists in previous versions
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Tom Johnson, Manager Public Affairs | No public offices held

Registration number: 950124-374881
View all registrations versions

Monthly Communication Reports

What oral and arranged communications have taken place?

What oral and arranged communications have taken place?
Date	DPOH, Position Title \| Government Institution	Subject Matters
2024-11-20	Gloria Wong, Director Finance Canada (FIN)	Financial Institutions
2024-11-20	Nicolas Marion, Senior Director Finance Canada (FIN)	Consumer Issues, Economic Development, Financial Institutions
2024-11-20	Julien Brazeau, Associate ADM Finance Canada (FIN)	Consumer Issues, Economic Development, Financial Institutions
2024-11-19	Jacqueline Belleau, Case Manager \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Jeelan Syed, Policy Advisor \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Consumer Issues, Financial Institutions, Taxation and Finance
2024-11-19	Yash Nanda, Deputy Director of Policy Finance Canada (FIN)	Consumer Issues, Economic Development, Financial Institutions
2024-11-19	Nicholas Kang, Senior Policy Advisor \| Policy and Cabinet Affairs, Prime Minister's Office (PMO)	Consumer Issues, Economic Development, Financial Institutions
2024-09-19	Aaron Wudrick, Director of Policy House of Commons	Consumer Issues, Economic Development, Financial Institutions
2024-09-19	Grahame Johnson , ADM Finance Canada (FIN)	Financial Institutions
2024-09-19	Ryan Williams, MP House of Commons	Financial Institutions
2024-09-19	Nadia Kadri, Director of Policy \| Minister of Employment, Workforce Development and Official Languages, Finance Canada (FIN)	Financial Institutions
2024-08-15	Christophe Cinqmars-Viau, Sr Policy Advisor Finance Canada (FIN) jeffrey li, Policy Advisor Finance Canada (FIN)	Financial Institutions
2024-07-04	Andrew Donelle, Senior Director Deferred Income Plans Finance Canada (FIN)	Consumer Issues
2024-07-03	Jeffrey Li, Policy advisor Finance Canada (FIN)	Consumer Issues
2024-06-27	Andrew Donelle, Senior Director Deferred Income Plans Finance Canada (FIN)	Consumer Issues
2024-06-17	Andrew Donelle, Senior Director Deferred Income Plans Finance Canada (FIN)	Consumer Issues
2024-05-22	Blaine Calkins, Member of Parliament House of Commons Dave Epp, Member of Parliament House of Commons Ted Falk, Member of Parliament House of Commons Bernard Genereux, MP House of Commons Jasraj Singh Hallan, Vice-Chair FINA House of Commons Philip Lawrence, Member of Parliament House of Commons Leslyn Lewis, Member of Parliament House of Commons Greg McLean, Member of Parliament House of Commons Marty Morantz, MP House of Commons Rick Perkins, Member of Parliament House of Commons Tako Van Popta, Member of Parliament House of Commons Karen Vecchio, Member of Parliament House of Commons Brad Vis, Member of Parliament House of Commons Ryan Williams, MP House of Commons	Consumer Issues, Economic Development, Financial Institutions, Privacy and Access to Information
2024-05-14	Julien Brazeau, Associate ADM Finance Canada (FIN) Grahame Johnson , ADM Finance Canada (FIN)	Consumer Issues, Financial Institutions, Privacy and Access to Information
2024-05-14	Nicholas Kang, Senior Policy Advisor \| Policy and Cabinet Affairs, Prime Minister's Office (PMO)	Consumer Issues, Economic Development, Financial Institutions
2024-05-13	Christophe Cinqmars-Viau, Sr Policy Advisor Finance Canada (FIN) Jeffrey li, Policy Advisor Finance Canada (FIN)	Consumer Issues, Financial Institutions
2024-05-06	Jacqueline Belleau, Senior Policy Advisor Canada Revenue Agency (CRA)	Consumer Issues, Financial Institutions
2024-05-01	Julien Brazeau, Associate ADM Finance Canada (FIN) Andrew Donelle, Senior Director Deferred Income Plans Finance Canada (FIN) Zachary Fentiman, Senior Tax Policy Advisor Finance Canada (FIN)	Taxation and Finance

View all monthly communication reports

Return to 12-Month Lobbying Activity Search Results

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Director of Policy Public Safety Canada, Office of the Minister	November 2010 to July 2013	July 26, 2013
Policy Advisor CIDA, Office of the Minister	June 2010 to November 2010	November 26, 2010

Date Modified:: 2025-03-12

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12-Month Lobbying Summary - In-house Corporation

Wealthsimple Investments Inc / Michael Katchen, Chief Executive Officer

Who is lobbying?

Wealthsimple Investments Inc (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Wealthsimple Investments Inc is a subsidiary of the following parent companies

Beneficiaries of the Lobbying Activity

What is being lobbied?

Subject Matter Details

Who is being lobbied?

Government Institutions

Communication techniques

Who are the lobbyists?

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

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

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

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

Wealthsimple Investments Inc / Michael Katchen, Chief Executive Officer

Wealthsimple Investments Inc (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Wealthsimple Investments Inc is a subsidiary of the following parent companies

Beneficiaries of the Lobbying Activity

Subject Matter Details

Government Institutions

Communication techniques

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

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

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

Wealthsimple Investments Inc - Address & business activities

Power Corporation of Canada / Power Corporation du Canada