Get on track with a Wealthsimple Portfolio Review

Our expert advisors will find out where your plan falls short, and help you fix it for the long run.

Getting started is free and takes less than five minutes. All you do is:

Tell us who you are

Upload your financial statements

Book a call with our money experts

Holistic review - We'll look at everything. Not just how diversified your investments are and what your risk exposure is, but how much debt you have and whether you're saving enough.
Goal setting - We'll help you set goals that are meaningful. And make a plan to get there.
Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down.
Lower your taxes - We'll make sure your investments are structured to minimize your annual tax bill now and in the future.

Honest - We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours.
Human - We have loads of technology. But we also have smart people who will make sure you understand exactly what our recommendations are.
Experienced - Our financial planners have thousands of hours of experience advising seasoned, high-net-worth investors — and folks just starting out, too.

Get started and see why more than 100,000 clients trust Wealthsimple to manage more than $2 billion of their hard-earned money.