"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 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 & CEO of Purpose Investments
  • Bertrand Badre Former CFO of the World Bank
  • Jeff Carney CEO of IGM Financial
  • Rhonda Goldberg Senior VP Client & Regulatory Affairs of IGM Financial
  • Adam Felesky President and Managing Partner of Portag3
  • Michael Katchen Co-founder & CEO of Wealthsimple
  • Brett Huneycutt Co-founder & COO of Wealthsimple
  • Alain Bergeron SVP Investments at Mackenzie
  • Eric Kirzner Designer of first ETF and Prof. of Finance at Rotman School of Mgmt
  • Dave Nugent Director of Investments at Wealthsimple
  • Yasser Mawji Director of Research at Wealthsimple
  • Nora Jenkins Director of People Operations
  • Leen Li Head of Finance
  • Karney Li VP Engineering
  • Rudy Adler Chief Product Officer
  • Jason Goldlist General Manager, Canada
  • Toby Triebel CEO, Europe
  • David Nugent Director of Investments
  • Robyn Ross Senior Director, Business Operations

Press & media

For press inquiries, please contact
press@wealthsimple.com

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

currently held with Wealthsimple companies