Skip to main content

Finance

Finance isn’t just a word, it’s a profession, an industry and a way to make money sound intimidating. But the principles of finance are actually pretty simple. Educate yourself on them, and you’ll be in your way to mastering the art of money.

0

Wealthsimple is investing on autopilot.

Get Started

Other resources

Tax Calculator

Our free tax calculator will help you understand how much you owe in taxes, along with other useful information.

Learn more about finance

Budgeting: What It Is and How to Do It

6 min read

Even learning about budgeting can be overwhelming and scary, especially for someone who’s never delved into their finances. But it's essential. Read more to discover what budgeting entails, how many different kinds of budgets there are, and how to set up a budget.

Estate Planning in Canada

10 min read

Estate planning in Canada follows many of the same rules and conventions as estate planning in other countries. As with estate planning anywhere else, the goal is to accomplish at least two goals: distribute your assets according to your desires and minimize tax liabilities.

Financial leverage: What it is and how it works

5 min read

Financial leverage is a powerful investment tool for businesses and investors, but it comes with its own risks.

You (Probably) Need Life Insurance. And Your Work Policy Might Not Be Enough.

3 min read

Just because something’s boring doesn’t mean it’s not worth doing — unless you don’t mind the thought of people you love living under a bridge, huddled around a barrel fire, cursing your name after you’re gone. To prevent that, we put together this little primer.

Guaranteed Income Supplement Explained

8 min read

If you live in Canada and are nearing retirement age, you may be eligible for the Guaranteed Income Supplement. Here’s what you need to know.

Trust Funds Explained

8 min read

Whenever you hear the word trust fund, you might envision some spoiled kid who’ll never have to work a day in their life. You might think trust funds are just for the ultra-wealthy. But as with so many personal finance topics, it’s more complicated than that.

Frugality: Explanation & Top Frugal Living Tips

9 min read

In a world where prices are increasing and wages are stagnating, making extra money or having a side hustle is a major topic right now. It seems like almost everyone has something they do on top of their day job.

What’s the bank rate?

1 min read

It's the interest rate at which a country’s central bank loans commercial banks money.

What’s a beneficiary?

1 min read

A beneficiary is a legal term to describe someone who is the recipient of something, be it money or property.

What protection does a trust account give me?

1 min read

There are a couple of great benefits associated with trusts.