Get on track with a Wealthsimple Portfolio Review

Our expert advisors will find out where your plan falls short, and help you fix it for the long run.

Review my portfolio

Getting started is free and takes less than five minutes. All you do is:

1

Tell us who you are

2

Upload your financial statements

3

Book a call with our money experts

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A Portfolio Review is a free snapshot of your whole financial picture.

  • Holistic review - We'll look at everything. Not just how diversified your investments are and what your risk exposure is, but how much debt you have and whether you're saving enough.
  • Goal setting - We'll help you set goals that are meaningful. And make a plan to get there.
  • Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down.
  • Lower your taxes - We'll make sure your investments are structured to minimize your annual tax bill now and in the future.

Review my portfolio

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You'll meet with one of our money experts.

  • Honest - We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours.
  • Human - We have loads of technology. But we also have smart people who will make sure you understand exactly what our recommendations are.
  • Experienced - Our financial planners have thousands of hours of experience advising seasoned, high-net-worth investors — and folks just starting out, too.

Review my portfolio

Find out how your financial plan stacks up

Get started and see why more than 100,000 clients trust Wealthsimple to manage more than $2.5 billion of their hard-earned money.

Review my portfolio