Investing on autopilot
Invest on autopilot
With Wealthsimple Invest we'll build you a low-fee personalized portfolio designed for your financial goals.
Expert advice: Our financial advisors are here to help whenever you need them
Low fees: Save thousands over your lifetime with a 0.5% management fee
Smart technology: Stay on track with automatic rebalancing and dividend reinvesting
We keep your money safe
Your security and trust are important to us. We're committed to protecting your account with the highest standards of security available.
Over $5B and counting: More than 175,000 people trust over $5 billion with Wealthsimple companies
Everything is encrypted: We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection
CIPF protected: Our brokerage is a member of the Canadian Investor Protection Fund, which covers accounts up to $1M against bankruptcy
Powerful backing: Wealthsimple has received $265M in investment from some of the world's largest financial institutions
$5 Billion
Assets Under Management
3.8k Five-Star Reviews
Best Financial Services Website
"Changing the way young people think about money"
Simple honest pricing
Save thousands over the course of your lifetime by paying a fraction of what traditional advisors charge.
Basic
Deposit $0-$100K
Everything you need to invest like an expert
Pay 0.5% management fee
Personalized portfolio
Expert financial advice
Auto-rebalancing
Auto-deposits
Dividend reinvesting
All Basic plan features
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Reduced 0.4% management fee
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Tax loss harvesting
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Financial planning session
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Tax efficient funds
All Black plan features
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In-depth financial planning
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Asset location
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Dedicated team of advisors
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Personalized financial report
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Individualized portfolios
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50% off Medcan health plan
Answer a few questions about your goals and risk tolerance
We'll recommend a portfolio that's right for you
Connect your bank account and make a deposit
Wealthsimple Inc. (“Wealthsimple”) and its affiliate, Canadian ShareOwner Investments Inc. (“ShareOwner”) have entered into a referral arrangement with the owner of this promotion (“the sponsor”). Under the referral arrangement, the sponsor will promote Wealthsimple Invest (operated by Wealthsimple) and Wealthsimple Cash (operated by ShareOwner) to sponsor members. Wealthsimple is registered as a portfolio manager in each jurisdiction of Canada and ShareOwner is registered as an investment dealer in each jurisdiction of Canada. The sponsor is not registered in any capacity; all activities under this referral arrangement requiring registration will be performed either by Wealthsimple or by ShareOwner. Wealthsimple or ShareOwner, as the case may be, will pay the sponsor a referral marketing fee of up to $500 per member who opens and funds a Wealthsimple Invest or Wealthsimple Cash account. The possibility of a conflict of interest may arise in any paid referral arrangement. In this case, the sponsor is receiving a fee for referring you to Wealthsimple and ShareOwner, and as such, the fee may have impacted their decision to refer you. However, neither the sponsor, Wealthsimple or ShareOwner is aware of any actual or potential conflict of interest as a result of your referral.
You are being referred to Wealthsimple Inc. (“Wealthsimple”) and its affiliates including Wealthsimple Payments Inc. (“WPI”) by the owner of this promotion that is directing you to this page (the “Sponsor”). The Sponsor may receive compensation in the form of a referral marketing fee of up to $500 when you open a Wealthsimple Invest Account (operated by Wealthsimple) or Wealthsimple Cash Account (operated by WPI) after clicking through this page. Wealthsimple is registered as a portfolio manager in each jurisdiction of Canada. WPI is registered with FINTRAC as a money services business in Canada. The Sponsor is not registered in any capacity. All activities under this referral arrangement with the Sponsor requiring registration will be performed by Wealthsimple, WPI or a registered affiliate. The possibility of a conflict of interest may arise in any paid referral arrangement. In this case, the Sponsor is receiving a fee for referring you to Wealthsimple and WPI and the fee may have impacted their decision to refer you. However, neither the Sponsor, Wealthsimple or WPI is aware of any actual or potential conflict of interest as a result of your referral.
We provide investment services and other financial products through several affiliates. Our Invest and Smart Savings products are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Our Trade and Save products are offered by Canadian ShareOwner Investments Inc. (ShareOwner), a registered investment dealer in each province and territory of Canada. Some clients of Wealthsimple for Advisors have accounts with Wealthsimple Advisor Services Inc. (WASI), a registered mutual fund dealer in each province and territory of Canada. Our Cash product is offered by Wealthsimple Payments Inc., a FINTRAC registered money services business. Our SimpleTax product is offered by SimpleTax Software Inc. With any investment, your capital is at risk. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Past performance is no guarantee of future results. Read our (www.iiroc.ca) for more information. By using this website, you accept our (Terms of Use) and (Privacy Policy). Copyright 2020 Wealthsimple Technologies Inc.