Wealthsimple is a Canadian online investment management service focused on millennials.

Finance

Wealthsimple

Wealthsimple's headquarters in Toronto, Canada

Michael Katchen

Diana McLachlan

Lauren Hollywood

Jeff Gowen

Lia Mathiesen

Christine Robson

Ben Reeves

Diederik van Liere

Brett Huneycutt

Blair Wiley

Paul Teshima

Radhika Kakkar

Natalie Wolfsen

Patrick Pichette

Rhonda Goldberg

James O'Sullivan

Max Motschwiller

Amy Bohutinsky

Terri Kallsen

Paul Desmarais III

Som Seif

The Leadership Team at Wealthsimple is responsible for setting the strategic direction and overall vision of the company, ensuring regulatory compliance, and overseeing operational efficiency. This diverse group collaborates across departments to drive innovation in investment management services tailored for millennials, while focusing on growth, client experience, and financial performance.

Leadership Team

The Engineering and Software Development team at Wealthsimple is responsible for designing, building, and maintaining the platform that powers the company's investment management services. This team ensures that Wealthsimple's technology is secure, scalable, and user-friendly, allowing millennials to manage their investments efficiently. Through collaboration and innovation, they develop new features and optimize existing systems to enhance the customer experience and drive the company's growth.

Engineering and Software Development

The Product Management and Marketing team at Wealthsimple is responsible for developing and enhancing the company’s suite of investment products and services tailored for millennials. This cross-functional team collaborates on product design, development, and marketing strategies to optimize user experience, drive growth, and ensure effective communication of product value. They focus on leveraging data and user insights to innovate and promote solutions like investment accounts, payment cards, and tax services, ultimately enhancing Wealthsimple's position as a leading financial technology platform.

Product Management and Marketing

The Finance and Compliance team at Wealthsimple is responsible for ensuring the company's financial integrity and regulatory adherence. This team manages budgeting, financial reporting, and strategic financial planning while also overseeing compliance with industry regulations and internal policies. Through collaboration across various roles, they safeguard the company's assets, facilitate smooth financial operations, and ensure robust risk management practices.

Finance and Compliance

The Human Resources and Recruitment team at Wealthsimple is dedicated to attracting, developing, and retaining top talent to support the company’s growth and innovation in online investment management. They oversee recruitment strategies, talent acquisition initiatives, and employee engagement, ensuring a diverse and inclusive workplace that aligns with the company’s mission to empower millennials in their financial journeys.

Human Resources and Recruitment

The Client Experience and Success team at Wealthsimple is dedicated to ensuring that clients have a seamless and positive journey with the company's investment services. This team works collaboratively to enhance client interactions, resolve inquiries, and provide personalized support, ultimately driving client satisfaction and loyalty. Their efforts help ensure that Wealthsimple’s services align with the needs and expectations of millennial investors.

Wealthsimple

Org chart

Board & advisors

Teams

Leadership Team

Engineering and Software Development

Product Management and Marketing

Finance and Compliance

Human Resources and Recruitment

Client Experience and Success

Offices

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