Registration - Consultant

Questrade Financial Group Inc. / Andrea Sarkic, Consultant

Registration Information

Client name: Questrade Financial Group Inc.
Lobbyist name: Andrea Sarkic, Consultant
Initial registration start date: 2023-03-24
Registration status: Active
Registration Number: 871632-374356

Associated Communications

Total Number of Communication Reports: 1

Monthly communication reports in the last 6 months: 1

Version 2 of 2 (2023-10-17 to present)

Lobbying Information

Subject Matters

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

Subject Matter Details

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

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, Regulation

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.

Policies or Program

Interest in implementing actions to provide Canadians with more control over their financial health, including financial literacy; establishing an open banking system in Canada.

Communication Techniques

Written communication
Oral communication
Grass-roots communication

The lobbyist has arranged or expects to arrange one or more meetings on behalf of the client between a public office holder and any other person in the course of this undertaking.

Government Institutions

Bank of Canada
Business Development Bank of Canada (BDC)
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
Innovation, Science and Economic Development Canada (ISED)
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)

Client Details

Government funding

No government funding was received during the last completed financial year.

Client Contact Information

Address:
5700 Yonge Street, Suite 1900
Toronto, ON M2M 4K2
Canada

Telephone number: 416-227-9876
Web address: https://www.questrade.com

Client representative

Edward Kholodenko, CEO

Parent Company Information

Questrade Financial Group Inc. is not a subsidiary of any other parent companies.

Coalition Members Information

Questrade Financial Group Inc. is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of Questrade Financial Group Inc. are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

Community Trust Company
- 2350 Matheson Boulevard East
  Mississauga, ON L4W 5G9
  Canada
QuestGlobal Inc.
- First Floor Balmoral Hall, Balmoral Gap
  Hastings
  Christ Church BB14034
  Barbados
Questrade, Inc.
- 5700 Yonge Street, Suite 1900
  Toronto, ON M2M 4K2
  Canada
Questrade Wealth Management Inc.
- 5700 Yonge Street, Suite 1900
  Toronto, ON M2M 4K2
  Canada
Think!nsure Ltd.
- 5700 Yonge Street, Suite 1900
  Toronto, ON M2M 4K2
  Canada
Zolo Ventures Ltd.
- 2600 - 1066 WEST HASTINGS STREET
  VANCOUVER, BC V6E 3X1
  Canada

Lobbyist Details

Andrea Sarkic | Public offices held

Business address:
1 York Street, 3rd Floor
Ottawa, ON K1N 6Z5
Canada

Telephone number: 613-696-0870

Consultant Firm and Address

Firm: Compass Rose Group

Address:
1 York street
Ottawa, ON K1N 6Z5
Canada

Telephone number: 613-614-6339

Questrade Financial Group Inc./

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Questrade Financial Group Inc./	2023-03-24	current

Questrade Financial Group Inc.

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

Andrea Sarkic, Compass Rose Group (Consultant)

Learn more...

Registrants are required to submit a monthly communication report for each oral and arranged communication with a designated public office holder. The name of the most senior paid officer (i.e. the registrant) will appear on all in-house monthly communication reports, whether or not he/she participated in the communication.

Note: Monthly Communication Reports are due on the 15^th day of each month for communications that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-1 of 1

Questrade Financial Group Inc.
Consultant: Andrea Sarkic

Designated Public Office Holders who participated in the communication:
- Ben Chin, Senior Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Financial Institutions
Communication date: 2024-03-01
Posted date: 2024-03-07
Communication number: 374356-594962 View associated registration

Andrea Sarkic, Compass Rose Group (Consultant)

Learn more...

Results below are sorted by posted date, beginning with the most recent.

Results 1-1 of 1

Questrade Financial Group Inc.
Consultant: Andrea Sarkic

Designated Public Office Holders who participated in the communication:
- Ben Chin, Senior Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Financial Institutions
Communication date: 2024-03-01
Posted date: 2024-03-07
Communication number: 374356-594962 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Strategic Communications Assistant Parliament of Canada, House of Commons	January 2012 to June 2013	Not a designated office
Policy and Communications Intern Parliament of Canada, House of Commons	January 2012 to April 2012	Not a designated office
Parliamentary Assistant Parliament of Canada, House of Commons	September 2009 to August 2010	Not a designated office
Political Assistant Parliament of Canada, House of Commons	September 2008 to September 2009	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Strategic Communications Assistant Parliament of Canada, House of Commons	January 2012 to June 2013	Not a designated office
Policy and Communications Intern Parliament of Canada, House of Commons	January 2012 to April 2012	Not a designated office
Parliamentary Assistant Parliament of Canada, House of Commons	September 2009 to August 2010	Not a designated office
Political Assistant Parliament of Canada, House of Commons	September 2008 to September 2009	Not a designated office

Date Modified:: 2024-04-04

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Registration - Consultant

Questrade Financial Group Inc. / Andrea Sarkic, Consultant

Registration Information

Associated Communications

Version 2 of 2 (2023-10-17 to present)

Version 2 of 2 (2023-10-17 to present)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Legislative Proposal, Bill or Resolution, Regulation

Policies or Program

Communication Techniques

Government Institutions

Government funding

Client Contact Information

Client representative

Parent Company Information

Coalition Members Information

Individual, organization or corporation with a Direct Interest Beneficiary Information

Subsidiary Beneficiary Information

Consultant Firm and Address