We help you build an intelligent portfolio of low-fee funds that are designed to meet your financial goals.
We invest your money across thousands of companies using Exchange Traded Funds (ETFs) that track different sectors of the global economy. This way, you bet on bigger slices of the economy while taking advantage of market diversification, without being impacted by the growth or loss of one company. In a few easy steps, we’ll determine the right mix of investments you should have 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.
Now you can feel good about your investments, both morally and financially. We designed an socially-responsible portfolio that prioritizes low carbon emissions, advances cleantech innovation, and promotes sustainable growth in emerging markets.
We have a $0 account minimum and cost a fraction of a traditional adviser. Also, we won’t charge you any trading, account transferring, or rebalancing fees.
Our advisers are standing by to help you meet your financial goals.
Our team of experts can help you plan any important financial milestones and answer any of your questions regarding account openings and funding. Whether you're buying a new house or planning a family, we're here to support and advise.
Need advice on other investment accounts? Take advantage of our Portfolio Review service, which is free, objective evaluation of your non-Wealthsimple 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.
Wealthsimple is backed by Power Financial Corporation, one of the world’s highest rated financial institutions. In other words – we're not going anywhere.
We use state-of-the-art security measures when handling your financial information.
Our customers’ accounts have SIPC coverage up to $500,000.
We support the most popular account types (and even some lesser known ones).
Our most common account type that individuals open to build long-term wealth alongside their 401(k)s and IRAs.
Contributions and earnings in this account grow tax-free and qualified withdrawals are tax-free.
Don’t pay taxes on earnings until you withdraw funds, and get immediate tax benefits on contributions.
Are you paying higher fees elsewhere? You don't have to. We make it easy to transfer an existing account to Wealthsimple. We also cover any transfer fees that your bank wants to charge you for doing so. Why? Because you shouldn’t have to. If you have any questions, feel free to call us at +1 (855) 766-0743.