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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 %