"We're on a mission to bring smarter financial services to everybody, regardless of age or net worth."- Michael Katchen, CEO
We provide world-class, long-term investment management without the high fees and account minimums associated with traditional investment managers. We invest your money in a globally diversified portfolio of low-cost index funds modeled after the same Nobel Prize-winning research used by the world’s savviest investors.
Our cutting-edge technology helps you earn the best possible return on your money, while also lowering your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting—services that most people couldn’t afford until now or found too time-consuming and tedious to do on their own.
Our financial advisers are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.
Wealthsimple is backed by a team of world-class financial experts and Silicon Valley's best technology talent. We've raised $100 million in capital from the Power Financial Group, a leading financial holding company with $1.4 trillion in assets under administration. Our talented team of software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.
Our investment team is led by industry experts like Eric Kirzner, the veteran investment finance professor and the John H. Watson Chair in Value Investing at Rotman. Kirzner was one of the first to write about and design North America’s first ETF, the Toronto 35 Index Participation Fund.
The investment service for young professionals, which officially launched in September 2014, aims to make investing simple and straightforward.
With more than 30,000 clients and $750 million in assets under management, Toronto-based investment platform Wealthsimple continues to grow both in its home market and in the U.S.
Toronto-based automated investment provider Wealthsimple introduced a Shariah-compliant portfolio targeting U.S. and Canadian investors in a move to expand its product offerings in an increasingly crowded robo-adviser market.
As the millennial investor comes of age, two youthful trends are converging: socially responsible investing and robo-advisory services.
Michael Katchen has been interested in investing for years on his own behalf. But after selling a startup and helping colleagues stick-handle their portfolios, he had a new idea.
For the second consecutive year, Wealthsimple’s site was named Best Financial Services/Banking website by a jury of Internet experts.
Michael Katchen might be young, but he’s taking on Canada’s advisory firms with Wealthsimple, a millennial-friendly investing approach backed by some surprisingly big guns.
One of Canada's leading robo-advisers, Wealthsimple boasts 20,000 clients with $750M in assets.
Anthony Lacavera sits down with one firm that’s distinguishing itself from the rest of the pack: Wealthsimple.
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person’s finances can be improved
Wealthsimple and other robo-advisers say a growing number of traditional advisers are keen to lower their cost of doing business and pass on savings to their clients.
currently held with Wealthsimple companies