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.
$75,000.00
Sep 1, 2024
For-profit organization
More Complex Use Cases and Platform Scaling
1022492
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.
$15,000.00
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For-profit organization
One Wealth Technologies Inc.-2024-2025-1017122
1017122
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.
$100,000.00
Aug 1, 2023
For-profit organization
Investment Portfolio Optimization
1008544
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.
$50,000.00
Jun 1, 2022
For-profit organization
Monitoring, Detection, and Mitigation of Suspicious Transactions
992069
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.