Benefits and pricing

Basic

Deposit $0-100k

Everything you need to invest like an expert

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  • Wealthsimple Invest – 0.50% fee

  • Wealthsimple Save – 0.25% fee

  • Personalized portfolio

  • Expert financial advice

  • Auto-rebalancing

  • Auto-deposits

  • Dividend reinvesting

Black

Deposit $100k+

A lower fee and trusted financial advice

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  • All Basic plan features

  • Reduced 0.4% management fee for Wealthsimple Invest

  • Financial planning session

Generation

Deposit $500k+

Holistic financial planning designed to build a legacy

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  • All Black plan features

  • Dedicated team of advisors

  • Asset location

  • In-depth financial planning

  • Individualized portfolios

Estimate your savings
based on your deposits
Account balance
CA$20,000

Savings in fees over 20 years

CA$6,423
Wealthsimple Invest fee
0.5 %