We help you build an intelligent portfolio of low-fee funds that are designed to meet your financial goals.
We invest your money across the entire stock market using Exchange Traded Funds (ETFs) that track the global economy. This way, you take advantage of market diversification without betting on just one company's stock. Answer a few questions and we’ll find the right mix of investments for you, based on your personal goals.
Our approach is based on Modern Portfolio Theory, introduced by the Nobel Prize-winning economist Harry Markowitz, who proved you can minimize volatility (risk) and maximize reward (money!) by diversifying your investments.
Our account minimum is $0 and we charge a fraction of what traditional advisers do. And you'll never pay any trading, account transfer, or rebalancing fees. Here's what you'll We assumed other providers charge a fee of 0.72%, which is the average cost of mutual funds in the United States. Actual fees may vary. save over 20 years.
Our account minimum is $0 and we charge a fraction of what traditional advisers do. And you'll never pay any trading, account transfer, or rebalancing fees. Here's what you'll save over 20 years.
Our advisers are standing by to help you meet your financial goals.
Our team of experts can help make a plan to meet your financial goals, whether you're saving for a new house or planning a family. We're also easy to find if you have questions about your account.
We offer a free Portfolio Review service, in which our experts will analyze the efficiency of all your financial accounts.Review my portfolio
Your security and trust are important to us. We're committed to protecting your account using the highest standards of security available.
Our customers’ accounts have SIPC coverage up to $500,000.
We use state-of-the-art security measures when handling your financial information.
Wealthsimple is backed by $165 million in investment from the Power Financial Group, a leading financial holding company. In other words – we're not going anywhere.
Not sure which accounts are right for you? We'll help you choose the right ones.
Helps individuals build long-term wealth alongside their 401(k)s and IRAs. These accounts are taxable but you can withdraw money any time without a penalty.
Save for retirement with the help of a lower income tax bill. All the money you contribute here is deductible.
With this type of account you pay taxes on the money you contribute, but not on the money you earn in the account.
The perfect retirement account for the self-employed. It allows you to contribute more than both Traditional and Roth IRAs.
For accounts with multiple owners, such as married couples and business partners.
For holding assets for a beneficiary, usually used for estate planning and tax planning.
A place to stash money that you’ll need in the short term, or cash for emergencies. All while earning a nice rate.
Are you paying higher fees elsewhere on your 401(k), IRA, or other accounts? You don’t have to. Transfer any accounts with more than $5,000 to Wealthsimple and we’ll cover any transfer fees your bank tries to charge you. Questions? Call us at +1 (855) 782-3559.