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.
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.
← LobbyingRegistrations in effect
In-house (corporation) In effect since Sep 24, 2026
Filed by Michael Katchen, Chief Executive Officer
Lobbyists
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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)Hide details
- 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)
- Mark Carney · Prime Minister, Prime Minister's Office (PMO)
- Tim Krupa · Director of Policy, Prime Minister's Office (PMO)
Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services.
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Reported by Michael Katchen · In-house (corporation)
- Ron Morrow · Executive Director, 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
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.
-
Reported by Michael Katchen · In-house (corporation)
- Matthew O'Connell · Deputy Director Financial Sector 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
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Reported by Michael Katchen · In-house (corporation)
- Khusro Saeedi · Senior Director, Finance Canada (FIN)
- Judith Hamel · Director General, Finance Canada (FIN)
- David Tousignant · Director General, 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
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Reported by Michael Katchen · In-house (corporation)
- Matthew O'Connell · Deputy Director Financial Sector 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
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Reported by Michael Katchen · In-house (corporation)
- Anne Loosen · Senior Project Leader, Finance Canada (FIN)
- Mark Radley · Director, 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
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Reported by Michael Katchen · In-house (corporation)
- Adam Chambers · Member of Parliament
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
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Reported by Michael Katchen · In-house (corporation)
- Shawn Grover · Policy advisor, Prime Minister's Office (PMO)
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
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Reported by Michael Katchen · In-house (corporation)
- Matthew O'Connell · Deputy Director Financial Sector 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
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Reported by Michael Katchen · In-house (corporation)
- Tushara Williams · Deputy Clerk, Privy Council Office (PCO)
Engage with government to share our experience with registered savings accounts (including the FHSA) 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.
Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money
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
-
Reported by Michael Katchen · In-house (corporation)
- Shawn Grover · Policy advisor, Prime Minister's Office (PMO)
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
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 to share our experience with registered savings accounts (including the FHSA)
-
Reported by Michael Katchen · In-house (corporation)
- Ian Foucher · Chief of Staff to the Minister, Finance Canada (FIN)
- Matthew O'Connell · Deputy Director Financial Sector Policy, Finance Canada (FIN)
Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money Read more
Engage with government to share our experience with registered savings accounts (including the FHSA)
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 ensure Retail Payments Activities Act Regulations reflect existing requirements for prudentially regulated financial institutions including those regulated at the provincial or territorial level.
-
Reported by Michael Katchen · In-house (corporation)
- Aaron Wudrick · Director of Policy, House of Commons
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)
-
Reported by Michael Katchen · In-house (corporation)
- Varun Srivatsan · Deputy Director of Policy, Finance Canada (FIN)
- Matthew O'Connell · Deputy Director Financial Sector Policy, Finance Canada (FIN)
Engage with government to share our experience with registered savings accounts (including the FHSA) 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 ensure Retail Payments Activities Act Regulations reflect existing requirements for prudentially regulated financial institutions including those regulated at the provincial or territorial level.
-
Reported by Michael Katchen · In-house (corporation)
- Julien Brazeau · Associate ADM, 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)
-
Reported by Michael Katchen · In-house (corporation)
- Matthew O'Connell · Deputy Director Financial Sector 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 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 to share our experience with registered savings accounts (including the FHSA)
-
Reported by Michael Katchen · In-house (corporation)
- Khusro Saeedi · Senior Director, Finance Canada (FIN)
- Kirsten Fraser · Director, 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 to share our experience with registered savings accounts (including the FHSA)
-
Reported by Michael Katchen · In-house (corporation)
- Gloria Wong · Director, Finance Canada (FIN)
Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money
-
Reported by Michael Katchen · In-house (corporation)
- 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
-
Reported by Michael Katchen · In-house (corporation)
- Julien Brazeau · Associate ADM, Finance Canada (FIN)
Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money 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)
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.
-
Reported by Michael Katchen · In-house (corporation)
- Jeelan Syed · Policy Advisor, Canada Revenue Agency (CRA)
- Jacqueline Belleau · Case Manager, Canada Revenue Agency (CRA)
Engage with government to share our experience with registered savings accounts (including the FHSA) Read more
Provide input on the range of tax filing services available to Canadians as the Canada Revenue Agency (CRA) develops its automatic tax filing plan.
-
Reported by Michael Katchen · In-house (corporation)
- Yash Nanda · 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 to share our experience with registered savings accounts (including the FHSA)
-
Reported by Michael Katchen · In-house (corporation)
- Nicholas Kang · Senior Policy Advisor, Prime Minister's Office (PMO)
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.
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)
-
Reported by Michael Katchen · In-house (corporation)
- Aaron Wudrick · Director of Policy, House of Commons
Consumer IssuesEconomic DevelopmentFinancial Institutions
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Reported by Michael Katchen · In-house (corporation)
- Grahame Johnson · ADM, Finance Canada (FIN)
Financial Institutions
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.