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Get a $75 bonus when you sign up for a Wealthsimple Invest plan - Claim this offer

Wealthsimple Overview

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Wealthsimple is a financial firm that provides affordable and accessible investment services. They also do not require high fees or minimums for investing in their low-cost index funds.

The Wealthsimple financial portfolios are constructed from the four types of ETFs they offer, which include a Stock fund, Bond fund, and Gold funds.

Wealthsimple Features

Wealthsimple is a new type of investing platform that allows users to invest with only $15000 without the need for a large amount of capital.

The benefits are:

– Fee structure starts at 0.50% AUM up to $100,000, and then drops down to 0.40% AUM over $100,000;

– Human financial advisor advice from advisors who have been hand-picked by Wealthsimple’s team;

– Top features include Socially Responsible Investing (SRI) and Halal investing.

Besides, Wealthsimple has a variety of features that make it stand out. For starters, its 24/7 email service is one of the standout benefits of this platform. It also offers diversified low-fee ETFs and socially responsible funds for those who want to support causes without compromising their financial goals.

Wealthsimple is a financial platform that simplifies investing. It offers investors the opportunity to open an account for free and invest $15,000 in exchange for no risk. The company provides clients with full transparency on how their money is managed so they know exactly what it’s doing at all times without any surprises or fees along the way.

Wealthsimple Brand Logo Comparewise 2 - Comparewise

Weathsimple Promo Offer: Zero fees when sending cash

A Basic Portfolio is a set of investments that, according to Wealthsimple’s website, has 65% bonds and 35% stocks. The portfolio follows three risk-tolerance structures: Conservative, Balanced, and Growth.

The portfolio looks like this: 50%, 50%, 20%. Bonds are allocated at 35% each for the conservative model and both stocks and bonds are allocated at the same percentage in the balanced model. Stocks make up a larger share of the Basic Portfolio in the Growth model.

The Wealthsimple Basic Portfolio is a portfolio for investors who just want help from a financial advisor. It’s built to give its members 40% of their investment in the market, but it has several other benefits as well.

In addition to giving you 40%, this portfolio also provides access to an expert advisor session with your Wealthsimple Black account that allows you to speak with one of our wealth advisors about any questions or concerns you have regarding your finances and investments.

This package is great for someone who is just starting out investing and wants to give themselves a little help from a financial advisor.

The Basic Portfolio is a portfolio that provides Priority Airport Lounge access when traveling. It also comes with VIP airline lounge access and membership for you and your companion to more than 1,000 airport lounges across the country.

Other top app offers…

Service Areas

Canada, Ontario, Toronto

Services

  • App
  • Crypto
  • Investment
  • Personal Loan
  • Tax

Year in Business

Since 2014

Industry

Finance

Languages

English

FAQ

Are there any upcoming features with Wealthsimple?

Yes, new features are constantly being released with Wealthsimple.

How do I send money with Wealthsimple?

To instantly send money with Wealthsimple Cash you need to download the app, add funds, and then you are able to send cash.

Does Wealthsimple have any additional fees?

No, fees such as monthly account fees, exchange fees, or low balance fees do not exist with Wealthsimple.

Where is Wealthsimple Cash available?

Wealthsimple Cash is only available as an app.

Are there limited transactions with Wealthsimple?

No, there is no limit to the number of payments you make.

Wealthsimple Products

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Basic
Invest Plan
$100000
Max Deposit
Auto-deposits
Features
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Black
Invest Plan
$100000
Min Deposit
All Basic plan features
Features
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Generation
Invest Plan
$500000
Min Deposit
All Black plan features
Features
wealthsimple brand logo - comparewise 2
Basic
Trade Plan
$0
Free
No commissions
Features
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Plus
Trade Plan
$10
Per month
USD accounts
Features
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Cash
Product
$0
-
Cash app
Features
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Crypto
Product
$0
-
Trade Bitcoin, Ethereum, Dogecoin and more
Features
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Tax
Product
$0
-
Auto-fill your return
Features

Wealthsimple Offices

Phone Number
1 (855) 782-3559
Email
contact@wealthsimple.com
Office Hours
Monday - Saturday (9am - 5pm)
Address
80 Spadina Avenue, 4th Floor Toronto Ontario M5V 2J4 CA
Social
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Reviews

January 20, 2022

Im in the process of getting all my funds to this company. They do great work and deserve a chance to thrive. Move away from the big banks to WealthSimple.

January 20, 2022

Money management can be stressful sometimes, but these guys make it really straightforward and they really promote saving money through all of their services.

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Characteristics
  • Quality
  • Сonfidence
Experience
  • Knowledge
  • Counsulting
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Wealthsimple Details
  • mobile phone icon
    1 (855) 782-3559
  • clock icon
    Monday - Saturday (9am - 5pm)
  • pinpoint icon
    80 Spadina Avenue, 4th Floor Toronto Ontario M5V 2J4 CA
  • clip icon
    https://www.wealthsimple.com/
  • mail icon
    contact@wealthsimple.com
Wealthsimple Social Media
Wealthsimple Reviews
5.0 average based on 2 reviews
Characteristics
  • Quality
  • Сonfidence
Experience
  • Knowledge
  • Counsulting

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