Classic Portfolios Performance Disclaimer

Returns calculated based on the 1-year period ended Aug 31, 2026, rounded to a single decimal place, from data published on the websites of Canada’s 5 largest financial institutions as listed under Schedule I of the Bank Act (the “Big Banks”). Wealthsimple Classic portfolios (Conservative, Balanced, Growth and Aggressive) are compared to the comparable series A or investor series mutual fund portfolio offered by each of the Big Banks. "Comparable" means a globally diversified portfolio, invested primarily in diversified funds or ETFs rather than individual securities, whose benchmark or target equity/fixed income allocation is within 10 percentage points of the corresponding Wealthsimple portfolio target. Where a Big Bank offers more than one comparable fund at a risk level, we selected the Big Bank’s flagship fund, which is generally also its largest by assets under management. Outperformance across the 20 comparisons ranged from 0.2 to 7.8 percentage points. Wealthsimple Classic portfolio returns are calculated using the asset-weighted average of time-weighted returns of clients invested in the corresponding Classic portfolio from Aug 31, 2025 to Aug 31, 2026, less management fee, MER (management expense ratio) and FX fees. Big Bank mutual fund returns are calculated net of fees and expenses. Past performance is not indicative of future results. All investments involve risk.

Managed accounts are offered by Wealthsimple Investments Inc., a registered portfolio manager in each province and territory of Canada. To get more info on our products, investment decisions, fee schedules, user testimonials, promos & more visit wsim.co/disclaimers.

Wealthsimple’s management fees for Generation clients range from 0.4% for clients with $500,000 in assets, to 0.2% for clients with $10,000,000 or more in assets. To learn which rate you qualify for, reach out to our team of advisors.