Participating in shareholder meetings and elections

You should expect your proxy voting instructions approximately 3 weeks before a shareholder meeting. If you don't receive anything in the mail and the voting deadline is within 2 weeks, please feel free to contact our support team. We can't guarantee requests made on the voting deadline day.

All Wealthsimple clients are beneficial shareholders because the shares they own are held in "street name." This means that Wealthsimple Investments Inc. holds the shares for you.

If you have never enrolled for e-delivery before, you can use your control number as the enrollment number on InvestorDelivery.

The enrollment is only for that specific account. If you have other accounts, they need to be enrolled separately. You'll receive materials electronically for all securities under the enrolled account as long as e-delivery is being offered by the issuer (the company you are invested in).

If you have previously enrolled in electronic delivery, you may reactivate your enrollment at any time, update the PIN or email address by:

1. Visiting InvestorDelivery
2. Entering the Enrollment Number, and
3. Selecting the service you wish to receive.

You may also enroll directly through ProxyVote.com using a current control number. Once online voting is complete and you have clicked on Final Submission, you're offered the choice of registering for electronic delivery or entering another control number to vote. Clicking on the Enroll in Electronic Delivery option will take you to the enrollment screen. The Enrollment Number is auto-generated, but you're required to create a 4-digit PIN (personal identification number), enter your e-mail address, verify, and then hit Submit.

Some shareholder materials that are deemed mandatory by the company will be sent out even if clients have opted out of receiving shareholder communications.

A control number is unique to each account, each security, and each voting event. If you hold the same stock in more than one account (for example, a TFSA and an RRSP), you'll receive a separate control number for each account. If you have more than one holding with a vote coming up, you'll receive a separate number for each one.

A new control number is created for each voting event, and it stops working once that event's voting deadline has passed. If your number shows as invalid, the deadline may have passed, or the number may be from a different event or account. Each vote uses its own current control number.

Only shares that are settled in your account as of the company's record date are eligible to vote. If any of your shares were loaned out through stock lending on the record date, those shares temporarily lose their voting rights, so your eligible amount may be lower than your total holdings.

Yes. A single valid control number can be used both to cast your vote and to enroll in e-delivery, as long as the voting deadline hasn't passed. Once the deadline passes, that number is no longer valid for either.

Your control number isn't shown in the Wealthsimple app. You'll receive it by mail before each shareholder meeting you're eligible for, as long as your shareholder communications are turned on, or electronically if you've enrolled in e-delivery.

The record date and other voting details are set by the company and are publicly available. You can usually find them on the company's investor relations page on their official website, often under a shareholder meeting or proxy voting notice.

If you hold Canadian Depositary Receipts (CDRs), you don't need a control number to vote. Voting is handled through CIBC's website. You'll need to provide the required information, such as an account statement, and select Canadian ShareOwner as the institution where your CDRs are held.