Participating in shareholder meetings and elections

You should expect your proxy voting instructions approximately three weeks before a shareholder meeting. If you haven't received anything and the voting deadline is within two weeks, 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 on your behalf.

Yes. You can choose to receive shareholder materials electronically in your shareholder communication settings. Learn how to choose how you receive shareholder materials.

You can also enrol in e-delivery using a control number. If you haven't enrolled in e-delivery before, you can use your control number as the enrolment number on InvestorDelivery.

The enrolment 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're invested in).

If you have previously enrolled in e-delivery, you can reactivate your enrolment or update your PIN or email address at any time by:

1. Visiting InvestorDelivery
2. Entering the Enrollment Number
3. Selecting the service you'd like to receive

You can also enrol directly through ProxyVote.com using a current control number. Once online voting is complete and you've selected Final Submission, you'll be offered the choice of registering for e-delivery or entering another control number to vote. Selecting the Enroll in Electronic Delivery option will take you to the enrolment screen. The Enrollment Number is auto-generated, but you'll need to create a four-digit PIN (personal identification number), enter your email address, verify it, and then select 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 enrol 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 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. Depending on how you've chosen to receive shareholder materials, it'll arrive by mail or email.

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.