About the C.D. Howe Institute

The C.D. Howe Institute is an independent not-for-profit research institute whose mission is to raise living standards by fostering economically sound public policies. Widely considered to be Canada's most influential think tank, the Institute is a trusted source of essential policy intelligence, distinguished by research that is nonpartisan, evidence-based and subject to definitive expert review.

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Hybrid Advice and the Future of Investing


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Roundtable Luncheon with Michael Katchen and Kendra Thompson
Tuesday, September 19, 2017 - 12:00 to 13:30
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Toronto ON, C.D. Howe Institute, 67 Yonge Street, Suite 300
  • Hybrid Advice and the Future of Investing

C.D. Howe Institute events are open to members and their guests. Members can register online by signing in here, or contacting cdhoweevents@cdhowe.org.


Michael Katchen, Chief Executive Officer and co-founder, Wealthsimple

Michael Katchen is the CEO and co-founder of Wealthsimple, a leading online investing service operating in Canada, the U.S., and the U.K. Wealthsimple launched in September 2014 and quickly established itself as a fintech leader in Canada, and in under three years, it has grown to manage over $1 billion for more than 35,000 people. Prior to founding Wealthsimple, Michael led product and marketing at 1000memories, a Y Combinator startup that was acquired by Ancestry.com in 2012. Michael started his career at McKinsey & Company where he advised clients in finance and technology.Michael has been called an Industry Mover by the Financial Post, a Change Agent by Canadian Business magazine, and one of Toronto’s 50 most influential people by Toronto Life. He won Entrepreneur of the Year at the Canadian Startup Awards in 2017, is a winner of a EY Entrepreneur Of The Year Award, and was named one of Canada's Top 40 Under 40 by Caldwell Partners International. Michael is a member of the Canadian Business Council.


Kendra Thompson, Managing Director, Accenture Wealth Management 

With more than 17 years of broker dealer and advisory industry experience, Kendra is a managing director in Accenture’s Financial Services group focused on wealth management strategy. Based in Toronto, she leads Accenture Wealth Management globally and the Management Consulting Development Program in Canada. Prior to joining Accenture, Kendra held similar roles in strategy and marketing at financial services firms in Canada, Australia, and the UK. She holds a joint Bachelor of Arts/Commerce degree in industrial relations from McGill University in Canada and an MBA from Open University in the UK.

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C.D. Howe Institute, Toronto, 67 Yonge Street, Suite 300
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C.D. Howe Institute, Toronto, 67 Yonge Street, Suite 300
Tuesday, January 30, 2018, 12:00 pm to 1:30 pm

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© 2014 C.D. Howe Institute. All Rights Reserved.

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© 2014 C.D. Howe Institute. All Rights Reserved.