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Managed investing and portfolios for every goal

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Choose from professionally managed portfolios, private market investments, and dedicated financial advice built around your goals.

Summit portfolios

The Summit portfolio. Private markets, long-term growth, zero maintenance.

A floating mountaintop illustrating Wealthsimple's Summit Portfolio.

A floating mountaintop illustrating Wealthsimple's Summit Portfolio.

Classic portfolios

The Classic portfolio. Low-fee, diversified, and as aggressive (or not) as you need.

A pie graph conveying the diversification offered by Wealthsimple's Classic Portfolio.

A pie graph conveying the diversification offered by Wealthsimple's Classic Portfolio.

Income portfolios

Safe investment strategies for short- and medium-term goals

Advice

Advisors can make sure your money is doing more than enough

An advisor leaning up against a piece of furniture in Wealthsimple's Toronto office.

An advisor leaning up against a piece of furniture in Wealthsimple's Toronto office.

Portfolio line of credit

Borrow up to 35% of your investment value instantly with low rates

A ladder leading up to a hole in the ceiling and a blue sky.

A ladder leading up to a hole in the ceiling and a blue sky.

Private market fund

Invest in private markets with as little as $10,000

Automated Investing

Build the portfolio you want, without the work you don’t

A series of metal knobs and sliders.

Reach your goals with the right accounts

FHSA

First Home Savings Account

RRSP

Registered Retirement Savings Plan

RRIF

Registered Retirement Income Fund

Non-registered account

RESP

Registered Education Savings Plan

LIRA

Locked-In Retirement Account

Spousal RRSP

TFSA

Tax-Free Savings Account

RRSP

Registered Retirement Savings Plan

RRIF

Registered Retirement Income Fund

LIRA

Locked-In Retirement Account

Spousal RRSP

TFSA

Tax-Free Savings Account

FHSA

First Home Savings Account

RRSP

Registered Retirement Savings Plan

TFSA

Tax-Free Savings Account

Non-registered account

RESP

Registered Education Savings Plan

TFSA

Tax-Free Savings Account

Grow your wealth, get more rewards

Learn about benefits

$1 in assets
$0 commission stock trading
0.5% management fees on managed investing accounts
1.25% interest on your chequing account

$100,000 in assets
0.4% management fees on managed investing accounts
1.75% interest on your chequing account
Complimentary USD accounts
Up to 3 partner rewards

$500,000 in assets
0.2% - 0.4% management fees on investing accounts
2.25% interest on your chequing account
Access to 3 partner rewards

Households

Welcome home. Invite your partner, trade on their behalf, and grow together.

Start a household

A green and pink mug, linked by their handles.

A green and pink mug, linked by their handles.

Resource centre

The 7 Essential Steps to Plan a Successful Retirement

Invest spotlight

Save on fees and retire up to 47% richer

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