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Last Updated: January 26, 2021

We provide investment services and other financial products through several affiliates.

Wealthsimple Trade is offered by Canadian ShareOwner Investments Inc. (“ShareOwner”), a registered investment dealer in each province and territory of Canada, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF), the benefits of which are limited to activities undertaken by ShareOwner.

Wealthsimple Invest and W4W are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Assets in your Invest and W4W accounts are held with ShareOwner.

Wealthsimple Crypto is offered by Wealthsimple Digital Assets Inc. (“WDA”), a registered restricted dealer in jurisdictions other than Québec. In Québec, WDA is registered as a derivatives dealer. Crypto-assets are not protected by the Canadian Investor Protection Fund, the Canadian Deposit Insurance Corporation or any other investor protection insurance scheme.

Wealthsimple Cash is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Money in your Cash account is held with ShareOwner. All cash balances from your Cash account are held in trust at a Canada Deposit Insurance Corporation (CDIC) member institution. CDIC insures eligible cash balances payable in Canada up to $100,000 per client per member institution within each insured category. Protection eligibility is free and automatic with your Wealthsimple Cash account. Learn more about how CDIC protection works.

Wealthsimple Tax is offered by SimpleTax Software Inc. under the terms of our Wealthsimple Tax User Agreement.

With any investment, your capital is at risk. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Past performance is no guarantee of future results. Read our investment risk disclosure for more information.

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