We are Wealthsimple Foundation 👋

We help break down the barriers to post-secondary education across Canada. 

Group of Participants from Foundations Day

Our values

There are a lot of systemic changes that need to happen to make post-secondary 
education more inclusive, accessible, and affordable. We can’t make all those changes immediately but we can commit to taking actionable and informed steps to making that 
first step to prosperity possible.

Simplicity

We take what’s complicated and make it easy. It’s 
what makes us uniquely able to break down barriers 
to access and knowledge.

Community

We actively engage with communities to make sure everyone feels ownership in our collective success.

Transparency

There are no ulterior motives here. We are transparent to build and sustain trust. We make sure our actions speak as loud as our words.

Dignity

We meet you where you are and show deep respect to everyone trying to make the future better.

What We Do

Unlocking funding

We’re helping modest-income students and families to apply for the Canada Learning Bond (CLB), a $500-$2,000 government grant to help save for future school.

Educating

We’re working on creating and sharing simple, helpful financial education supports through online resources, in-person events and tax filing support. 

Giving back

We’re partnering with new and established community organizations to fund grassroots financial literacy and educational programming.

Unleashing potential

To help students with financial need pursue post-secondary, we’re creating a national bursary program to fund their studies.

How we make an impact

Emoji illustration

Helped over 13,869 students receive more than $8.15 million in Canada Learning Bond benefits

Community organization emoji illustration

Partnered with 30+ community organizations to deliver 186 programs

notebook emoji over the number 20,0000

Delivered financial literacy to 7,586 people living in Canada

Money with wings emoji illustration

Pledged $132,000 in bursaries to support students future education

2023 Highlights
  • 💸Helped 3,433 students receive $2.2 million in Canada Learning Bond benefits
  • 🤝Educated 4,965 people during 99 tax clinics and personal finance events
  • 🎓Delivered $33,000 in bursaries to 11 students with financial need

Check out our 2023 Impact Report to read more about our work!

Board of Directors

Caroline G Gale

Caroline G. Gayle

Managing Director, Accenture, Technology Financial Services Lead - Canada

Sue Gillespie

Sue Gillespie

President and CEO, Pathways to Education

Michael Katchen

Michael Katchen

Co-founder & CEO, Wealthsimple

Aliza Lakhani

Aliza Lakhani

Dean and CEO, Northeastern University Toronto

Team

Leen Li

Leen Li

Chief Executive Officer

Emily Naddaf

Emily Naddaf

Director, Strategy & Community Growth

Gina Skocaj

Gina Skocaj

Associate, Community Engagement

Zhané Stimpson

Zhané Stimpson

Associate, Youth Engagement

Get in touch 👋

Sign-up for news, tips and access to educational events! 🤑

OR drop us a line info@wealthsimplefoundation.com 📨