Registration - In-house Corporation

Wealthsimple Investments Inc / Michael Katchen, Chief Executive Officer

Registration Information

In-house Corporation name: Wealthsimple Investments Inc
Responsible Officer Name: Michael Katchen, Chief Executive Officer
Initial registration start date: 2023-04-13
Registration status: Active
Registration Number: 950124-374881

Associated Communications

Total Number of Communication Reports: 13

Monthly communication reports in the last 6 months: 6

Version 2 of 5 (2023-09-06 to 2023-12-04)

Registration versions:

Version 2 of 5 (2023-09-06 to 2023-12-04)

Lobbying Information

Subject Matters

Financial Institutions

Subject Matter Details

Legislative Proposal, Bill or Resolution

Bill C-27, Digital Charter Implementation Act as it relates to data portability, privacy and enabling consumer benefits of open banking

Policies or Program

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
Engage with government to share our experience with registered savings accounts (including the FHSA)
Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money

Regulation

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.

Communication Techniques

Written communication
Oral communication

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)

Government institutions added through a monthly communication report

Prime Minister's Office (PMO)

In-house Corporation Details

Description of activities

Wealthsimple is a Canadian financial services company serving more than 3 million Canadians from coast to coast. We provide low-cost, innovative and accessible financial products across investing, tax-filing, spending and saving.

Responsible officer name and position during the period of this registration

Michael Katchen, Chief Executive Officer

Government funding

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

In-house Corporation Contact Information

Address:
201 - 80 Spadina Avenue
Toronto, ON M5V 2J4
Canada

Telephone number: 416-595-7200

Parent Company Information

Power Corporation of Canada / Power Corporation du Canada
- 751 Square Victoria
  Montreal, QC m4g 2p1
  Canada

Subsidiary Beneficiary Information

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

Lobbyists Details

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

Wealthsimple Investments 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
Wealthsimple Investments Inc/	2024-04-01	current
Wealthsimple Investments Inc/	2023-04-13	2024-04-01

Wealthsimple Investments Inc

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

Michael Katchen, Chief Executive Officer (Corporation)

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 1-13 of 13

Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- David Dlab, Director of Parliamentary Affairs | Senate of Canada
- Colin Deacon, Senator | Senate of Canada
Subject Matter of the communication: Financial Institutions, Consumer Issues, Economic Development
Communication date: 2024-03-20
Posted date: 2024-05-10
Communication number: 374881-602712 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jaxson Khan, Sr Policy Advisor | MINISTER OF INNOVATION, SCIENCE AND INDUSTRY | Innovation, Science and Economic Development Canada (ISED)
Subject Matter of the communication: Financial Institutions, Consumer Issues
Communication date: 2024-03-20
Posted date: 2024-05-10
Communication number: 374881-602711 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Julien Brazeau, Associate ADM | Finance Canada (FIN)
- Grahame Johnson , ADM | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-13
Communication number: 374881-587009 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff to the Minister | Finance Canada (FIN)
- Nicholas Mahoney, Policy Advisor | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-13
Communication number: 374881-585783 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Nicholas Kang, Senior Policy Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-06
Communication number: 374881-585782 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Dave Epp, Member of Parliament | House of Commons
- Cheryl Gallant, Member of Parliament | House of Commons
- Stephanie Kusie, Member of Parliament | House of Commons
- Philip Lawrence, Member of Parliament | House of Commons
- Ryan Williams, MP | House of Commons
- Adam Chambers, Member of Parliament and FINA | House of Commons
Subject Matter of the communication: Financial Institutions
Communication date: 2023-11-28
Posted date: 2023-12-13
Communication number: 374881-585784 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Connor MacDonald, Policy Advisor | House of Commons
Subject Matter of the communication: Financial Institutions
Communication date: 2023-10-30
Posted date: 2023-11-07
Communication number: 374881-581449 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Nicholas Mahoney, Policy Advisor | Office of the Deputy Prime Minister and Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-10-30
Posted date: 2023-11-07
Communication number: 374881-581448 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jeelan Syed, Policy Advisor | Office of the Minister of National Revenue | Canada Revenue Agency (CRA)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-09-06
Posted date: 2023-09-12
Communication number: 374881-576001 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jasraj Singh Hallan, Vice-Chair FINA | House of Commons
Subject Matter of the communication: Financial Institutions
Communication date: 2023-07-25
Posted date: 2023-09-12
Communication number: 374881-576000 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Shannon Zimmerman, Director of Operations | Finance Canada (FIN)
- Bud Sambasivam, Deputy Director, Policy | Office of the Minister of Finance | Finance Canada (FIN)
- Leslie Church, Chief of Staff to the Minister | Finance Canada (FIN)
- Nicholas Mahoney, Policy Advisor | Finance Canada (FIN)
- Christophe Cinqmars-Viau, Sr Policy Advisor | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-06-09
Posted date: 2023-06-13
Communication number: 374881-568417 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Leena Walia, Policy Advisor | Innovation, Science and Economic Development Canada (ISED)
- Nadia Kadri, Director of Policy | Innovation, Science and Economic Development Canada (ISED)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-06-06
Posted date: 2023-06-13
Communication number: 374881-568418 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Adam Chambers, Member of Parliament and FINA | House of Commons
Subject Matter of the communication: Financial Institutions
Communication date: 2023-05-16
Posted date: 2023-06-13
Communication number: 374881-568421 View associated registration

Michael Katchen, Chief Executive Officer (Corporation)

Learn more...

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

Results 1-13 of 13

Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- David Dlab, Director of Parliamentary Affairs | Senate of Canada
- Colin Deacon, Senator | Senate of Canada
Subject Matter of the communication: Financial Institutions, Consumer Issues, Economic Development
Communication date: 2024-03-20
Posted date: 2024-05-10
Communication number: 374881-602712 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jaxson Khan, Sr Policy Advisor | MINISTER OF INNOVATION, SCIENCE AND INDUSTRY | Innovation, Science and Economic Development Canada (ISED)
Subject Matter of the communication: Financial Institutions, Consumer Issues
Communication date: 2024-03-20
Posted date: 2024-05-10
Communication number: 374881-602711 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Julien Brazeau, Associate ADM | Finance Canada (FIN)
- Grahame Johnson , ADM | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-13
Communication number: 374881-587009 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff to the Minister | Finance Canada (FIN)
- Nicholas Mahoney, Policy Advisor | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-13
Communication number: 374881-585783 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Nicholas Kang, Senior Policy Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Financial Institutions
Communication date: 2023-12-04
Posted date: 2023-12-06
Communication number: 374881-585782 View associated registration
Wealthsimple Investments Inc
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Dave Epp, Member of Parliament | House of Commons
- Cheryl Gallant, Member of Parliament | House of Commons
- Stephanie Kusie, Member of Parliament | House of Commons
- Philip Lawrence, Member of Parliament | House of Commons
- Ryan Williams, MP | House of Commons
- Adam Chambers, Member of Parliament and FINA | House of Commons
Subject Matter of the communication: Financial Institutions
Communication date: 2023-11-28
Posted date: 2023-12-13
Communication number: 374881-585784 View associated registration

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:: 2024-04-04

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Registration - In-house Corporation

Wealthsimple Investments Inc / Michael Katchen, Chief Executive Officer

Registration Information

Associated Communications

Version 2 of 5 (2023-09-06 to 2023-12-04)

Version 2 of 5 (2023-09-06 to 2023-12-04)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Communication Techniques

Government Institutions

Government institutions added through a monthly communication report

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

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