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Wealthsimple Account Brief
Wealthsimple is a game-changing financial advisor that makes investing easy, transparent, and low-cost. You get a sophisticated portfolio managed for you, and unlimited support from a dedicated financial advisor. Simple and transparent, Wealthsimple's intuitive platform makes your investments simple and easy to understand. We take the guesswork out of investing, and ensure that you are on the right financial track.
Wealthsimple Recent News MentionsSee 3 more news mentions
betakit.com Aug. 15, 2019
Wealthsimple Announces Partnership, Looks To Attract High-Net-Worth Investors
Wealthsimple has partnered with Grayhawk Investment Strategies in order to serve high-net-worth investors.
thestar.com Aug. 15, 2019
Wealthsimple Targets Canada’S Richest With Grayhawk Partnership
The investment firm’s Wealthsimple to Advisors unit will provide technology, dealer and advisory services to Grayhawk Investment Strategies.
mediaincanada.com Aug. 13, 2019
Wealthsimple Gets More Strategic As It Picks An AOR » Media In Canada
Jungle Media, having turned around a media plan for the brand's Raptors work on a dime, is poised to take the reins on buying going forward.
betakit.com Jul. 12, 2019
Wealthsimple Launches Investing Solution Partnership With HR Firm Mercer
Toronto-based FinTech Wealthsimple has partnered with Mercer, a consulting firm for the health and wealth management industries, to launch Mercer's Invest Wise solution.
strategyonline.ca Jun. 25, 2019
Lassonde, Tilray And Wealthsimple » Strategy
A round-up of senior-level executive changes you may have missed.
betakit.com Jun. 24, 2019
Wealthsimple Snags Former Netflix HR Executive Marina Harris
Wealthsimple has announced that Marina Harris will join as the new Chief People Officer to help manage and scale the Toronto-based Fintech's workplace culture.
Executives and decision-makers at Wealthsimple
Nudge.ai’s relationship intelligence platform can help you find the right executive to reach out to at Wealthsimple, such as Leen Li, Chief Financial Officer, or Michael Katchen, Co-Founder & CEO. Then get in touch and start a conversation.
Leen Li Chief Financial Officer
Michael Katchen Co-Founder & CEO
Brett Huneycutt Co-Founder & COO
Giampiero De Pasquale Assistant Controller
Rudy Adler Co-Founder And Cpo & CMO
Sharman Ordoyne Director Of Production
Robyn Ross VP Operations & CEO, Canadian Shareowner Investments
Rachael Factor Communications Director
Dave Nugent CIO & Cco
Jonathan Needham Senior Director, Distribution
See 4 more decision makers
Connectors at Wealthsimple
Executives can be difficult to reach, but every company has connectors who bring together people and ideas. At Wealthsimple, people like Leen Li, and Michael Katchen are likely connectors.
See who in your network has relationships at Wealthsimple With Nudge.ai you can uncover which contacts at a company your network is most strongly connected to. If you find a strong relationship, ask for an introduction!
Topics frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, Nudge.ai often sees topics like Toronto, and Marketing. If your conversation focuses on these topics, you’ll probably get Wealthsimple’s attention.
Companies frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, companies such as Oneeleven, Wattpad, and Mastercard are often also mentioned. These companies can serve as customer examples.
Wealthsimple employees mentioned in the news
Employees who are often in the news are usually open to starting conversations or exploring ideas. Nudge.ai's sales AI saw Leen Li, Michael Katchen, and Dave Nugent from Wealthsimple recently mentioned in the news.
blog.brainstation.io Mar. 14, 2019
Diversity In Leadership | Building A Culture For Women To Succeed
Six industry leaders give advice on promoting diversity in the tech industry and how to build a culture for women to succeed.
Leen Li Head Of Finance
mediaincanada.com Aug. 19, 2019
Spotted! How A Tiny Stadium Makes A Big Financial Point » Media In Canada
Wealthsimple takes a different approach to secure the naming rights on its very own Tiny Stadium more in line with what it offers its clients.
Michael Katchen Co-Founder & CEO
findependenceday.com Apr. 1, 2019
Findependence Day – A Financial Novel By Jonathan Chevreau
The latest MoneySense ETF All-stars has just been published for 2019. Click on the highlighted text in the headline to access the full article: Best ETFs in Canada for 2019(you don’t need to subscr…
Dave Nugent CIO/CCO
itbusiness.ca Apr. 5, 2019
Developers 30 Under 30 Winners Highlights The Future Of Tech In Canada
The next generation of Canadian developers has arrived, and they are being recognized in the third annual Developer 30 under 30 list.
Evan Cloutier Software Engineer
jessicamoorhouse.com Aug. 12, 2019
High-Interest Savings Accounts In Canada That Offer 2% Interest Or Higher
After writing my post on the best no-fee banks in Canada, I thought I'd do a companion post on the best high-interest savings accounts in Canada that offer 2% interest or higher. The reason why I chose 2% as the benchmark is that the inflation rate as of June 2019 was 2%. If we aren't keeping pace or beating inflation, we're effectively losing money on our money. Therefore, we should all aim to earn at least 2% interest on our savings. In my research on different savings accounts in Canada, I wa
Wealthsimple Black Chief Experience Officer
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