Wealthsimple has always believed that great advice, empowered by great technology, is what delivers the best outcomes for clients.
We launched our direct-to-consumer business in 2014 with the belief that technology could make investing simpler, more transparent, and more cost-effective for clients. It quickly became clear there was the opportunity to use this technology to help advisors deliver full-service advice to their clients at greater scale.
Many advisors provide high-value advice to their clients every day. But they're facing heightened pressure and scrutiny from regulators and media, and downward pressure on fees. Wealthsimple for Advisors empowers them to help their clients reach their financial dreams — and build a thriving practice in the process.
Chief Executive Officer
As a seasoned executive with 30 years' experience in the wealth management business, J-F knew what advisors wanted and needed — and also knew that the traditional players weren't delivering it. So he joined Wealthsimple for Advisors to drive the industry forward, giving advisors the tools to deliver exceptional value to their clients, while building thriving businesses.
Chief Client Officer
A member of Wealthsimple's founding team and a former advisor himself, Dave saw the opportunity to apply the technology the company built for its direct-to-consumer product to the advisor business. He's passionate about working with advisors to help them optimize and scale their practice.
Our Wealthsimple for Advisors team includes experienced financial, compliance, technology, account and operations, and marketing and communications professionals.
Jon Nguyen, CFA
Strategy and Operations
Sophie Mayrand, CFA
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