Benefits and pricing

The simple way to grow your money like the world’s most sophisticated investors.

Basic

Deposit $0 - 100k

Everything you need to invest like an expert


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  • Pay 0.5% management fee

  • Personalized portfolio

  • Expert financial advice

  • Auto-rebalancing

  • Auto-deposits

  • Dividend reinvesting

Black

Deposit $100k+

A lower fee and trusted financial advice


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  • All Basic plan features

  • Reduced 0.4% management fee

  • Financial planning session

  • Tax loss harvesting

  • Tax efficient funds

Generation

Deposit $500k+

Holistic financial planning designed to build a legacy


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  • All Black plan features

  • In-depth financial planning

  • Asset location

  • Dedicated team of advisors

  • Personalized financial report

  • Individualized portfolios

  • 50% off Medcan health plan

Estimate your savings
based on your deposits
Account balance
CA$20,000

Savings in fees over 20 years

CA$6,423
Wealthsimple Invest fee
0.5 %
Products
Resources
About

We're building the world's most human financial company.

We provide investment services and other financial products through several affiliates. Our Invest and Smart Savings products are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Our Trade and Save products are offered by Canadian ShareOwner Investments Inc. (ShareOwner), a registered investment dealer in each province and territory of Canada. Some clients of Wealthsimple for Advisors have accounts with Wealthsimple Advisor Services Inc. (WASI), a registered mutual fund dealer in each province and territory of Canada. Our Cash product is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Money in your Cash account is held in an account with ShareOwner. Our SimpleTax product is offered by SimpleTax Software Inc.

ShareOwner is a member of the Investment Industry Regulatory Organization of Canada. Customer accounts held at ShareOwner are protected by CIPF within specified limits in the event ShareOwner becomes insolvent. A brochure describing the nature and limits of coverage is available upon request or at CIPF. Wealthsimple is not a member of IIROC nor a member of CIPF.

WASI is a member of the Mutual Fund Dealers Association of Canada and a member of the MFDA Investor Protection Corporation.

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.

By using this website, you accept our (Terms of Use) and (Privacy Policy). Copyright 2020 Wealthsimple Technologies Inc.

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