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Last Updated: April 21, 2021

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Wealthsimple Trade is offered by Canadian ShareOwner Investments Inc. (“ShareOwner”), a registered investment dealer in each province and territory of Canada, a member of the Investment Industry Regulatory Organization of Canada (IIROC) ( and a member of the Canadian Investor Protection Fund (CIPF) (, the benefits of which are limited to activities undertaken by ShareOwner.

Wealthsimple Invest and W4W are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Assets in your Invest and W4W accounts are held with ShareOwner.

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Wealthsimple Cash is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Funds used to send, receive or spend money in your Cash account are held in a Wealthsimple Save account. Wealthsimple Save is offered by Canadian ShareOwner Investments Inc. ShareOwner is a member of the Investment Industry Regulatory Organization of Canada. Customer accounts held at ShareOwner are not protected by CIPF. Wealthsimple is not a member of IIROC nor a member of CIPF.

All cash balances from your Wealthsimple Cash and Save account(s) are held in trust at a Canada Deposit Insurance Corporation (CDIC) member institution. CDIC is a federal Crown corporation. CDIC is not a bank or a private insurance company. CDIC protects eligible deposits held at CDIC member institutions in case of a member’s failure. For eligible deposits held in trust at a CDIC member institution, CDIC insures up to $100,000 for each beneficiary named in a trust, provided certain disclosure rules are met. Coverage is free and automatic. For more information on how CDIC trust protection works, click here.

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July 8th, 2021 at 5:30 PM EST

If you’re unable to attend, please register so we can send you the recording.

Ben Reeves

Chief Investment Officer


Sadia Khan, CIM

Relationship Manager






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At Wealthsimple, we understand the importance of investing according to your values. Last year we launched an even more Socially Responsible portfolio and on July 8th we are celebrating this anniversary and spreading the word!

Join Ben Reeves, Chief Investment Officer and Sadia Khan, Relationship Manager to learn how to be socially responsible with your investments. We will cover:

  • Investing Basics 
  • History & Future of Socially Responsible Investing 
  • Wealthsimple’s SRI Portfolio & SRI ETF’s 
  • Options to get started with Socially Responsible Investing 

Learn more about Wealthsimple here.