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Lobbying by Wealthsimple Financial Corp.: its registrations, its lobbyists, the bills it has named and every meeting it has reported with federal office holders since November 2021.

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Corporation

Wealthsimple Financial Corp.

Meetings this Parliament
41
With MPs
4
Since Nov 2021
76
Active registrations
1

Most recent reported meeting: Sep 24, 2026.

Registrations in effect

In-house (corporation) In effect since Sep 24, 2026

Filed by Michael Katchen, Chief Executive Officer

Lobbyists

  • Jessica Oliver · VP, Government Affairs Former designated public office holder

    Formerly Director of Policy, Office of the Minister, Public Safety Canada (2010–2013)

    Formerly Policy Advisor, Office of the Minister, CIDA (2010–2010)

  • Blair Wiley · Chief Legal Officer
  • Jenna Donelson · Director, Government Relations
  • Michael Katchen · Chief Executive Officer
  • Tom Johnson · Senior Manager, Public Affairs

Institutions they may lobby: 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), Privy Council Office (PCO), Senate of Canada, Treasury Board Of Canada Secretariat (TBS)

What they're lobbying on (11)
  • Provide input on legislation, regulation and policies related to artificial intelligence, including perspectives on financial fraud and scams
  • Provide input on the federal Stablecoin Act, including sharing perspectives on the digitalization of money.
  • Engage with government on financial crime and cyber security policy as it relates to protecting Canadians from financial fraud and scams
  • Engage with government on the impact global events and policies have on Canadian financial services.
  • Provide input on legislation and policies related to financial fraud and scams including perspectives on the National Anti-Fraud Strategy
  • Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.
  • Provide input on the range of tax filing services available to Canadians as the Canada Revenue Agency (CRA) develops its automatic tax filing plan.
  • Engage with government to share our experience with registered savings accounts (including the FHSA)
  • 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.
  • 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
  • Bill C-27, Digital Charter Implementation Act as it relates to data portability, privacy and enabling consumer benefits of open banking

Registration 950124-374881-16. Look it up in the official Registry

Reported meetings

Spreadsheet
  • Reported by Michael Katchen · In-house (corporation)

    • Julien Brazeau · Assistant Deputy Minister, Finance Canada (FIN)
    • Judith Hamel · Director General, Finance Canada (FIN)
    • Nicolas Marion · Senior Director, Finance Canada (FIN)
    • Gloria Wong · Director, Digital Assets, Finance Canada (FIN)
    and 1 more
    • Graham Page · Advisor/Economist, Finance Canada (FIN)
    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 Read more

    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    Engage with government to share our experience with registered savings accounts (including the FHSA)

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Fahim Khan · Senior Policy Advisor, Finance Canada (FIN)
    Engage with government to share our experience with registered savings accounts (including the FHSA)

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Anushka Kurian · Director of Policy, Innovation, Science and Economic Development Canada (ISED)
    Provide input on legislation, regulation and policies related to artificial intelligence, including perspectives on financial fraud and scams

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Jeffrey Li · Policy Advisor, Finance Canada (FIN)
    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 Read more

    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Andrew Donelle · Senior Director Deferred Income Plans, Finance Canada (FIN)
    Engage with government to share our experience with registered savings accounts (including the FHSA)

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Laurence Cooke · Industry Implementation Advisor, Bank of Canada
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Varun Srivatsan · Director of Policy, Finance Canada (FIN)
    Engage with government on the impact global events and policies have on Canadian financial services. Read more

    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

    Provide input on the federal Stablecoin Act, including sharing perspectives on the digitalization of money.

    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    Provide input on legislation and policies related to financial fraud and scams including perspectives on the National Anti-Fraud Strategy

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Laurence Cooke · Industry Implementation Advisor, Bank of Canada
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Colin Deacon · Senator, Senate of Canada
    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Laurence Cooke · Industry Implementation Advisor, Bank of Canada
    • Anne Butler · Managing Director Supervision, Bank of Canada
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Julien Brazeau · Assistant Deputy Minister, Finance Canada (FIN)
    • Robert Snell · Senior Economist, Finance Canada (FIN)
    • Judith Hamel · Director General, Finance Canada (FIN)
    • Nicolas Marion · Senior Director, Finance Canada (FIN)
    and 2 more
    • Robert Sample · Acting Associate Assistant Deputy Minister, Finance Canada (FIN)
    • Marc Lauzon · Senior Project Leader, Finance Canada (FIN)
    Provide input on the federal Stablecoin Act, including sharing perspectives on the digitalization of money.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Anne Butler · Managing Director Supervision Bank of Canada, Bank of Canada
    • Laurence Cooke · Industry Implementation Advisor Bank of Canada, Bank of Canada
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Graham Page · Advisor/Economist, Finance Canada (FIN)
    • Evangeline Ducas · Economist, Finance Canada (FIN)
    • Amir Shafie · Analyst/Economist, Finance Canada (FIN)
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Varun Srivatsan · Director of Policy, Finance Canada (FIN)
    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services. Read more

    Engage with government on the impact global events and policies have on Canadian financial services.

    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

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    Provide input on legislation and policies related to financial fraud and scams including perspectives on the National Anti-Fraud Strategy

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    Engage with government on the impact global events and policies have on Canadian financial services.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Graham Page · Advisor/Economist, Finance Canada (FIN)
    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services. Read more

    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

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Shawn Grover · Senior Policy Advisor, Prime Minister's Office (PMO)
    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. Read more

    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    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

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Varun Srivatsan · Deputy Director of Policy, Finance Canada (FIN)
    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 Read more

    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    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.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Rob Stewart · Deputy Minister, Finance Canada (FIN)
    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Hosai Zurmati Halim · Policy Advisor, Treasury Board Of Canada Secretariat (TBS)
    Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money Read more

    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.

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Rob Stewart · DM, Finance Canada (FIN)
    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 Read more

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Nick Leswick · DM, Finance Canada (FIN)
    • Julien Brazeau · Assistant Deputy Minister, Finance Canada (FIN)
    Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services. Read more

    Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money

    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.

    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

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Julien Brazeau · Assistant Deputy Minister, Finance Canada (FIN)
    • Judith Hamel · Director General, Finance Canada (FIN)
    • Nicolas Marion · Senior Director, Finance Canada (FIN)
    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. Read more

    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)

    Official report

  • Reported by Michael Katchen · In-house (corporation)

    • Peter Routledge · Superintendent, Office of the Superintendent of Financial Institutions Canada (OSFI)
    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 Read more

    Official report

From the Office of the Commissioner of Lobbying's open data, published November 5, 2026. Reports cover oral, arranged meetings with designated public office holders since November 22, 2021; lobbyists file them by the 15th of the following month. Names of MPs are matched to the current House of Commons, and bills are linked when the lobbyist's own description makes clear which bill it means. Contains information licensed under the Open Data Licence Agreement — Office of the Commissioner of Lobbying. Licence. PolitiKit is independent and is not endorsed by the Commissioner of Lobbying.