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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

  • 6 months Medcan Year Round Care plan for free (ON only)

  • 15% off your will from Willful

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’s Comprehensive Care plan

Estimate your savings
based on your deposits

Account balance
$20,000

Savings in fees over 20 years

$6,423
Wealthsimple Invest fee
0.5 %

Sources:

*PitchBook Benchmarks (as of Q2 2021)
**PitchBook Benchmarks (as of Q2 2021); Accolade Partners

This material is not an offering memorandum, advertisement or offering of any securities in any province or territory of Canada (each, a “Canadian Jurisdiction”). Under no circumstances is this material to be construed as an offer to sell fund interests or other securities or the provision of advice in relation to any fund interests or other securities. Rather, this material describes an opportunity for Wealthsimple Invest clients to participate in an investment portfolio that will include a small allocation to private investments.

Generally, any offer or sale of, or advice related to, any securities described in this material will be made only by an adviser or dealer registered in the appropriate registration category in the applicable Canadian Jurisdiction. No Canadian securities regulatory authority has reviewed or in any way passed upon this information or the merits of any securities described here, and any representation to the contrary is an offence.

An investment allocation to Wealthsimple Venture Fund I and its direct and indirect underlying funds will be subject, directly or indirectly, to management fees, incentive allocation and other fund expenses.

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