“We're on a mission to bring smarter financial services to everybody, regardless of age or net worth.”

- Michael Katchen, CEO

What we do

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.

Who we are

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 talented 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.

  • Paul Desmarais, III Senior VP of Power Financial
  • Som Seif Founder and CEO of Purpose Investments
  • Bertrand Badre Former CFO of the World Bank
  • Jeff Carney CEO of IGM Financial
  • Michael Katchen CEO of Wealthsimple
  • Alain Bergeron Senior Vice President and Head of Asset Allocation at Mackenzie Investments
  • Eric Kirzner Designer of first ETF and Prof. of Finance at Rotman School of Management
  • Dave Nugent Head of Investments at Wealthsimple
  • Yasser Mawji Director of Research at Wealthsimple

Our Leadership Team

Nora Jenkins

People
linkedin

Brett Huneycutt

COO
linkedin

Leen Li

Finance

Karney Li

VP Engineering

Rudy Adler

CPO
linkedin

Jason Goldlist

GM Canada
linkedin

Toby Triebel

Europe
linkedin

David Nugent

CIO

Press & media

For press inquiries, please contact our PR manager
rachael@wealthsimple.com

$1,000,000,000+ $1B+

currently held with Wealthsimple companies