

Can Wealthsimple build Canada’s largest financial institution?
Oct 6, 2024
Join Michael Katchen, Co-founder and CEO of Wealthsimple, and Brett Huneycutt, Co-founder and CPO, as they celebrate a decade of transforming Canadian finance. They reveal how Wealthsimple grew to manage an impressive $50 billion in assets and discuss their plans for an IPO and international expansion. Learn about their commitment to creating a user-centric financial platform amid traditional market challenges and their innovative strategies to build trust and enhance customer experiences in a banking-dominated landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 5min
Transforming Financial Services in Canada
04:55 • 21min
Building Blocks of Financial Services and Urban Mobility
25:51 • 2min
Building Trust in Canadian Financial Services
28:19 • 18min
Reflections on Growth and Setbacks in Financial Services
46:33 • 3min
Celebrating Growth and Milestones in Wealth Management
49:23 • 2min