Get on track with a Wealthsimple Portfolio Review
Our advisors will find out where your plan falls short, and help you fix it for the long run.
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.
You'll meet with one of our advisors.
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
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.
Find out how your existing investments stack up
Get started and see why more than 175,000 clients trust Wealthsimple to manage more than $5 billion of their hard-earned money.