Invest according to your values

Invest in socially responsible initiatives across the globe, so you can be well-diversified while helping build the world you want.

$5 billion

Assets Under Management

3.8k Five-Star Reviews

1.5k Reviews

“Changing the way young people think about money”

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Save for your future and help make a better world

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    Low fees

    Save thousands in fees over your lifetime with an annual management fee of 0.50% (or 0.40% if you deposit $100k+)

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    Expert human advice

    Our Portfolio Managers have advised tens of thousands of clients — both seasoned investors and folks just starting out.

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    Smart technology

    Tools like automatic deposits, dividend reinvestment, and portfolio rebalancing make it easier to grow your nest egg without lifting a finger.

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    CIPF protected

    Our brokerage is a member of the Canadian Investor Protection Fund, which covers accounts up to $1M against bankruptcy.

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Open an SRI portfolio in just 5 minutes

  1. Answer a few questions about your financial goals
  2. We’ll suggest a portfolio that’s right for you
  3. Securely connect your bank to make a deposit or transfer an account

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Wealthsimple logo

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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