Wealthsimple

New podcast alert: We've teamed up with the HRPA - Human Resources Professionals Association to bring you "The New Work," a show about how leaders across industries are reshaping the human experience at work and beyond. Hear a clip from this week's episode, where Michael Katchen of Wealthsimple tells host Jodi Kovitz why their Chief People Officer doesn't come from the traditional HR mold - and why "naive outsiders" are core to the strength of their culture:

Today's budget delivered a big win for Canadians. Banning registered account transfer fees will keep hundreds of millions of dollars in the hands of hardworking Canadians saving for retirement, for a home, for their family’s future. Exit fees have skyrocketed over the last decade, trapping people in financial products that don’t serve them. Most financial institutions charge $150 to move a TFSA or RRSP to a new provider. There is no other G7 country where consumers pay fees of this magnitude simply to move their own money. Financial freedom means being able to move your savings and investments without getting hit with arbitrary penalties, and Canadians will finally be able to do just that. At Wealthsimple, we’ve been vocal about this for years. By standing up for ordinary investors and removing this barrier to choice, the government is taking exactly the kind of bold action we need to unlock real competition in financial services. Prime Minister Mark Carney promised it, and today Minister François-Philippe Champagne delivered. I want to thank the minister and his team for listening to Canadians and taking decisive action to put more of their money back in their pockets.

📚 It’s Financial Literacy Month and we’ve got BIG news! 🎉 Wealthsimple Foundation has partnered with JA Canada and the CIRO / OCRI to bring the Investment Strategies Program (ISP) to over 25,000 students across Canada, from coast to coast. ↔️ The newly refreshed ISP is designed for students in grades 8 to 12 and teaches the fundamentals of saving, budgeting, and most importantly investing. Students also get hands-on experience through a stock market simulation, where they can build a virtual portfolio using real-time market data. It’s a safe, engaging way to build confidence and understand how investing works in the real world. Most of us didn’t learn this in high school, but this program is changing that. Together with JA Canada and CIRO / OCRI, we’re making financial education more accessible, more engaging, and more relevant to the next generation of investors. 🚀 Want to learn more about how this partnership is making an impact? Check out the full press release here 👉🏾 https://tr.ee/BJukL_uiQH #WealthsimpleFoundation #TalkMoney #Investing #Finance #FinancialLiteracyMonth

🚨InvestED is HERE!🚨 Ever wanted to attend a Wealthsimple Foundation event but couldn’t make it downtown? This one’s for you 🫵🏾 We’re going national (and digital) with InvestED: Foundations, our first-ever webinar designed to bring clear, practical investing education straight to you, wherever you are in Canada. Whether you're curious about investing or don’t know where to start, this interactive session will walk you through the basics, no jargon, no finance degree required. Here’s what to expect: 🧠 Learn the 4 key rules of investing with a Wealthsimple Advisor 🌍 Connect with students from across the country (all online) 📅 October 29th | 7:00–8:00 PM ET | Zoom It’s low-pressure, beginner-friendly, and built to help you grow your money with confidence. 🎟 Spots are limited — reserve yours now: https://tr.ee/CSK0D3 #WealthsimpleFoundation #InvestED #FinancialLiteracy #YoungProfessionals #Networking #CareerGrowth #TorontoEvents