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We provide investment services and other financial products through several affiliates. Our Invest and Smart Savings products are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Our Trade and Save products are offered by Canadian ShareOwner Investments Inc. (ShareOwner), a registered investment dealer in each province and territory of Canada. Some clients of Wealthsimple for Advisors have accounts with Wealthsimple Advisor Services Inc. (WASI), a registered mutual fund dealer in each province and territory of Canada. Our Cash product is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Our SimpleTax product is offered by SimpleTax Software Inc.

ShareOwner is a member of the Investment Industry Regulatory Organization of Canada (www.iiroc.ca). Customer accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at (www.cipf.ca).

WASI is a member of the Mutual Fund Dealers Association of Canada and a member of the MFDA Investor Protection Corporation.

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