tag icon

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

2 Reviews
pencil icon Write a review
tag icon

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

Wealthsimple Overview

Editorial Note: Comparewise is supported by our readers. When you find products and services through links on our site, we may earn commission.

Limited time only – Get two free stock (up to CAD $4,500 each) with Code: KKZH8A

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.

How To Use A Wealthsimple Referral Code-Iphone-Comparewise

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-728X90-Comparewise 2

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.

How To Use A Wealthsimple Referral Code - Crypto-Comparewise

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

Alberta, British Columbia, Canada, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Online, Ontario, Prince Edward Island, Quebec, Saskatchewan, Yukon

Services

  • App
  • Crypto
  • Investment
  • Personal Loan
  • Tax

Year in Business

Since 2014

Industry

Finance

Languages

English

FAQs about Wealthsimple

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

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

Add the badge below to show your rating on your website in 3 simple steps:

  1. Choose the badge that you like
  2. Copy the widget HTML code
  3. Paste the HTML code on your website

Most of our partners add the badge to the header or footer of their website and email signature for:

  • social proof to build credibility with new and existing customers
  • boost conversions throughout the entire marketing funnel
  • stand out on Google search with user generated content

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.

Submit Review

Thank you for your valuable input!

Characteristics
  • Quality
  • Сonfidence
Experience
  • Knowledge
  • Counsulting
wealthy simple free stock ad banner
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
  • Confidence
Experience
  • Knowledge
  • Counsulting

Grow your finances today.

By submitting, you agree to comparewise’s terms of use and privacy policy.

Browse brands by services

One of the most successful fields in Canada is acc...

There is plenty of app brands and development comp...

Canada has a pretty traditional banking structure ...

Bookkeeping is an essential part of business, and ...

Accidents happen all the time, and business insura...

You might be looking for the best business loan br...

Finding the best car insurance brands is quite cru...

Do you want to find car loan brands that are suita...

A credit report brand is a company that collects a...

If you're thinking of digital trading assets, you ...

Best debt consolidation brands help you get back o...

Many Canadians who own their home find themselves ...

Finding the best insurance brands might be the mos...

Canada attracts a lot of talent through companies ...

Installment loans are a great way to pay off emerg...

Canada offers fantastic investment opportunities f...

Getting yourself insured by the best life insuranc...

Check out the top money transfer brands with Compa...

Finding the right mortgage brands can save you mon...

Many Canadians apply for a loan or credit card at ...

Software brands include a variety of innovative pl...

Tax preparation is an essential part of every busi...

Check out the top travel insurance brands in Canad...

Canada is very tech-savvy, and there is a wide ran...

Check out brands in Canada that offer wills and ot...

Car loan?
Personal Loan?

Top deals await you just a short
application away!