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.
Adnan Shah
Director, Compliance & CCO
Catherine D.
Senior Director, Legal (invest...
Chantelle Petrozzi
Senior Accountant
Chris Cruickshank
Head Of Tax
Chris Statchuk
Director, Operations
Cynthia Sung
Director Of Finance
Danny Bolger Acma
Senior Manager, Finance
Jason Jardine
Senior Director, Finance
Jessica Lai
Senior Manager, Fp&a
Jonathan Midgley Cpa
Director, Financial Reporting
Lisa Geerts
Senior Manager, Business Opera...
Manuel Agudelo
Compliance Manager
Mariana Schulz
Director Of Compliance
Melissa Tran
Financial Planning And Analysi...
Michael Cagayat
Senior Manager, Securities Ope...
Michel Landfeldt
Finance Manager
Nick Kiss
Senior Manager, Cash Operation...
Ravi Ojha
Senior AML Analyst
Rishi Agarwal
VP Controller
Rohan Bhate
Finance Manager
Tanya Stojovic
Manager, Cash & Card Operation...