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Wealthsimple
4.5/5
Personalized portfolio
Take our risk survey and get a diversified investment portfolio specific to your goals.
Automatic rebalancing
We continually monitor to make sure your investments are on track.
Expert financial advice
You can call or email us any time you need money advice. Our financial advisers are always available when you need them.
Russell
Great service with low fees. Far better than most mutual funds on the market today.
Rajlakshmi
The customer service is prompt and friendly and the ongoing communication is very pro-active.
Eileen
Clear and consistent communication. App and website offer great user experience. Oh and my money appears to be well-managed, too.
Brent
Always provide fast and courteous responses. Makes you feel valued as a client.
Norbert
Clean and clear design, very friendly. Like the simplicity of the app and the articles and their frequency.
Thanaa
The platform is easy to use and the customer service is amazing.
Best financial services website 2016 & 2017
The Webby Awards
2018 Top Robo-Advisor
NerdWallet
9.2/10 Rating
Doughroller
4.5 star ratings
Apple App Store
Simple.Thrifty.Living.
“The most outstanding feature for many Wealthsimple customers is the access to an actual human for support or advice.”
NerdWallet
“Wealthsimple has made its value proposition appealing. Before you even sign up the company offers a free portfolio review covering savings, debt and, of course, investments.”
The Financial Diet
“What we love about Wealthsimple is not just what it offers, but its values as a company and it's beautiful user experience which, let's be honest, most financial products sorely lack.”
In just five minutes you can open a portfolio that makes your
money work harder for you.
Rajlakshmi
The customer service is prompt and friendly and the ongoing communication is very pro-active.
Jonathan
Very quick response time and professional whether call or via email
Craig
I Would recommend WS to my friends, the service is excellent.
Aaron
WS makes the process simple and easy. Also, I trust them. Thats important. They have created a brand that is approachable, straightforward, not "sales-ey"....real. that's the most important factor for me. real.
Russell
Great service with low fees. Far better than most mutual funds on the market today.
Chen Ji
poorer investment performance than average. Why did they decide to hedge USDCAD exposure?????????
Joseph
Great way to invest without having to think about it!!
Rilla
Web site is easy to navigate but could respond to email questions faster.
Brooke
straightforward and intuitive user interface, helpful when I need to contact people directly. Would be great if I could transfer money directly from my HISA into other accounts through the online portal (e.g. into my RRSP or TFSA)
Alan
I always have had timely responses. I get the feeling that they keep me in mind as an investor. I also love the app.
Alessandro
They answered my question in great detail and resolved my issue.
Andrea
They got back to us in a timely manner. There was a little trouble exevuting thvrequest, a mix up between withdrawal from Wealthsimple and withdrawal from our banking institution. Took over 3 weeks to sort out. All personnel was pleasant but our request took a while.
Elie
Interface claire et simple, application fonctionnelle, rendement du portefeuille satisfaisant
Taurean
I think the explenations of the stock market behavior sent out as emails are a great idea. The one sent out during the recent downturn was particularly helpful
Vincent
Conviviale, facile et simple, aucune excuse pour ne pas investir!
John
Overall quite happy. Service has been easy to use and setup. Liked that for large transfer my fees were refunded by wealthsimple, shows they want your business. I have more experience with investing than most but this service truly simplifies the process and with lower fees than large institutions. This makes the service great for inexperienced investors that wish to have some market exposure. One complaint though, wish there was an option to review every etf wealthsimple invests in and be able to change etfs in your account as I'm invested in some funds I don't believe show great returns, ie bonds.
Sai Win Myint
Does it job so i am pretty happy for the most part.
Lewis
You guys are too slow at replying it pushed me to look at other alternatives. Even whenever I give feedback to enhance yourself as a company it sounds like I’m being ignored. Example if I tell you your leaving feedback experience is broken , especially on mobile. You would take 2 weeks to reply about how hard you working on improving your customer experience. That’s usually how you roll and that’s bad business since customer service was really what attracted ppl do your platform when you truly think about it - we’ll at least early adopters.
Paul
Simple, easy to use and understand.
Aaron
Quick response and the trades in the portfolio were executed quickly.
I would prefer another portfolio somewhere between balanced and growth.
It seems that the balanced has a high level of Bond exposure. I would prefer a balanced growth position.
Thanks
Susan
Yes I often recommend Wealthsimple to friends and family.The only negative is I find I have to wait awhile to personally speak to an advisor to make changes .Sometimes the appointment is 1 to 2 weeks away.But otherwise, very satisfied.
Eileen
Clear and consistent communication. App and website offer great user experience. Oh and my money appears to be well-managed, too.
Brent
Always provide fast and courteous responses. Makes you feel valued as a client.
Joel
Clean interface. Nice reporting. Easy to see what you've earned, saved, and investment trajectory.
Justine
great job!
Norbert
Clean and clear design, very friendly. Like the simplicity of the app and the articles and their frequency.
Catherine
Hi. My issue was resolved, and the two people I was dealing with at Wealthsimple were very helpful, but it seemed to take a very long time to resolve. I started the request on December 18th and the issue was resolved on January 30th. It was to rectify an inadvertant overpayment into my RRSP in 2017 of $1,566. I didn't think this would take as long to deal with. Is this the normal amount of time to rectify a problem?
Carly
To be honest I can't remember specifics, but service always feels prompt and well informed. On the app front, I'm glad you have enabled two factor authentication - makes it feel much more secure, and is something I wish my regular bank would implement.
Thanaa
The platform is easy to use and the customer service is amazing.
Stephen
done efficiently