“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.
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.
The 20th Annual Webby Awards named Wealthsimple its Best Financial Services/Banking website.
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.
It’ll enable financial advisors to use Wealthsimple’s investment tools for things like identity verification and assessing financial suitability, which could take a big weight off their shoulders.
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 made waves this week with the announcement that it had secured a $30 million Series A investment from a financial giant Power Financial Corp.
One of Canada’s pioneering robo-adviser services, Wealthsimple, is unveiling its new rebranded website redefining itself as a financial services company focused on the millennial demographic.
Wealthsimple has aimed to design a portfolio using ETFs that prioritize low carbon emissions, advance cleantech innovation, and promote sustainable growth in emerging markets while at the same time offering diversification and low fees.
The company rolled out a redesigned platform, featuring an overhauled dashboard for users that manage multiple accounts and features that help users better quantify how their financial planning can help them reach their goals.
currently held with Wealthsimple companies