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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)

    • Ryan Williams · MP, House of Commons

    Financial Institutions

    Official report

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

    • Nadia Kadri · Director of Policy, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Christophe Cinqmars-Viau · Sr Policy Advisor, Finance Canada (FIN)
    • jeffrey li · Policy Advisor, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Andrew Donelle · Senior Director Deferred Income Plans, Finance Canada (FIN)

    Consumer Issues

    Official report

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

    • Jeffrey Li · Policy advisor, Finance Canada (FIN)

    Consumer Issues

    Official report

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

    • Andrew Donelle · Senior Director Deferred Income Plans, Finance Canada (FIN)

    Consumer Issues

    Official report

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

    • Andrew Donelle · Senior Director Deferred Income Plans, Finance Canada (FIN)

    Consumer Issues

    Official report

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

    and 10 more
    • Brad Vis · Member of Parliament
    • Bernard Généreux · MP
    • Greg McLean · Member of Parliament
    • Ted Falk · Member of Parliament
    • Dave Epp · Member of Parliament
    • Tako Van Popta · Member of Parliament
    • Rick Perkins · Member of Parliament, House of Commons
    • Ryan Williams · MP, House of Commons
    • Karen Vecchio · Member of Parliament, House of Commons
    • Marty Morantz · MP, House of Commons

    Consumer IssuesEconomic DevelopmentFinancial InstitutionsPrivacy and Access to Information

    Official report

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

    • Julien Brazeau · Associate ADM, Finance Canada (FIN)
    • Grahame Johnson · ADM, Finance Canada (FIN)

    Consumer IssuesFinancial InstitutionsPrivacy and Access to Information

    Official report

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

    • Nicholas Kang · Senior Policy Advisor, Prime Minister's Office (PMO)

    Consumer IssuesEconomic DevelopmentFinancial Institutions

    Official report

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

    • Christophe Cinqmars-Viau · Sr Policy Advisor, Finance Canada (FIN)
    • Jeffrey li · Policy Advisor, Finance Canada (FIN)

    Consumer IssuesFinancial Institutions

    Official report

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

    • Jacqueline Belleau · Senior Policy Advisor, Canada Revenue Agency (CRA)

    Consumer IssuesFinancial Institutions

    Official report

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

    • 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

    Official report

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

    • Colin Deacon · Senator, Senate of Canada
    • David Dlab · Director of Parliamentary Affairs, Senate of Canada

    Consumer IssuesEconomic DevelopmentFinancial Institutions

    Official report

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

    • Jaxson Khan · Sr Policy Advisor, Innovation, Science and Economic Development Canada (ISED)

    Consumer IssuesFinancial Institutions

    Official report

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

    • Grahame Johnson · ADM, Finance Canada (FIN)
    • Julien Brazeau · Associate ADM, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Nicholas Mahoney · Policy Advisor, Finance Canada (FIN)
    • Andrew Bevan · Chief of Staff to the Minister, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Nicholas Kang · Senior Policy Advisor, Prime Minister's Office (PMO)

    Financial Institutions

    Official report

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

    and 2 more
    • Adam Chambers · Member of Parliament and FINA
    • Ryan Williams · MP, House of Commons

    Financial Institutions

    Official report

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

    • Connor MacDonald · Policy Advisor, House of Commons

    Financial Institutions

    Official report

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

    • Nicholas Mahoney · Policy Advisor, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Jeelan Syed · Policy Advisor, Canada Revenue Agency (CRA)

    Financial Institutions

    Official report

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

    Financial Institutions

    Official report

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

    • Leslie Church · Chief of Staff to the Minister, Finance Canada (FIN)
    • Bud Sambasivam · Deputy Director, Policy, Finance Canada (FIN)
    • Shannon Zimmerman · Director of Operations, Finance Canada (FIN)
    • Christophe Cinqmars-Viau · Sr Policy Advisor, Finance Canada (FIN)
    and 1 more
    • Nicholas Mahoney · Policy Advisor, Finance Canada (FIN)

    Financial Institutions

    Official report

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

    • Nadia Kadri · Director of Policy, Innovation, Science and Economic Development Canada (ISED)
    • Leena Walia · Policy Advisor, Innovation, Science and Economic Development Canada (ISED)

    Financial Institutions

    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.