Grants and Contributions

About this information

In June 2016, as part of the Open Government Action Plan, the Treasury Board of Canada Secretariat (TBS) committed to increasing the transparency and usefulness of grants and contribution data and subsequently launched the Guidelines on the Reporting of Grants and Contributions Awards, effective April 1, 2018.

The rules and principles governing government grants and contributions are outlined in the Treasury Board Policy on Transfer Payments. Transfer payments are transfers of money, goods, services or assets made from an appropriation to individuals, organizations or other levels of government, without the federal government directly receiving goods or services in return, but which may require the recipient to provide a report or other information subsequent to receiving payment. These expenditures are reported in the Public Accounts of Canada. The major types of transfer payments are grants, contributions and \'other transfer payments\'.

Included in this category, but not to be reported under proactive disclosure of awards, are (1) transfers to other levels of government such as Equalization payments as well as Canada Health and Social Transfer payments. (2) Grants and contributions reallocated or otherwise redistributed by the recipient to third parties; and (3) information that would normally be withheld under the Access to Information Act and the Privacy Act.

Found four records

$75,000.00

Sep 1, 2024

For-profit organization

Agreement:

More Complex Use Cases and Platform Scaling

Agreement Number:

1022492

Duration: from Sep 1, 2024 to Feb 28, 2025
Description:

This project will enhance the OneVest trading platform. The portfolio optimizer, already in use, efficiently processes portfolios in minutes and reduces trades, minimizes tax burdens, and boosts investment efficiency. This project will integrate multi-currency management and separately managed accounts into the platform and improve performance.

Organization: National Research Council Canada
Program Name: Industrial Research Assistance Program – Contributions to Firms
Location: Calgary, Alberta, CA T2P 2W2

$15,000.00

Apr 1, 2024

For-profit organization

Agreement:

One Wealth Technologies Inc.-2024-2025-1017122

Agreement Number:

1017122

Duration: from Apr 1, 2024 to Dec 31, 2024
Description:

The purpose of this CanExport SMEs agreement is to support small- and medium-sized enterprises (SMEs) for activities related to export market development that are part of an export business case for a specific target market, particularly where activities are targeting departmental priority markets and sectors.

Organization: National Research Council Canada
Program Name: CanExport SME
Location: Calgary, Alberta, CA T2P2W2

$100,000.00

Aug 1, 2023

For-profit organization

Agreement:

Investment Portfolio Optimization

Agreement Number:

1008544

Duration: from Aug 1, 2023 to Dec 31, 2023
Description:

Research, design, implement and test advanced financial portfolio rebalancing to optimize for tax, trade, and operational efficiencies across increasingly complex portfolios of registered and non-registered investment account types.

Organization: National Research Council Canada
Program Name: Industrial Research Assistance Program – Contributions to Firms
Location: Calgary, Alberta, CA T2P 2W2

$50,000.00

Jun 1, 2022

For-profit organization

Agreement:

Monitoring, Detection, and Mitigation of Suspicious Transactions

Agreement Number:

992069

Duration: from Jun 1, 2022 to Oct 31, 2022
Description:

This project will involve the creation of a proprietary set of data-driven calculations and tools designed to help catch suspicious transactions and user profiles early, better identify potentially fraudulent ones, and reduce the risk of these types of issues negatively impacting the operations of embedded wealth systems.

Organization: National Research Council Canada
Program Name: Industrial Research Assistance Program – Contributions to Firms
Location: Calgary, Alberta, CA T2P 2W2