What is our Classic portfolio?

With our Classic investment portfolio your money is invested in a diverse portfolio made up of low-fee ETFs. Like all our portfolios, the Classic portfolio is diversified across asset classes and geographies to help investors achieve a higher rate of return while taking on less risk.

What fees does Wealthsimple charge for Classic portfolios?

Our management fees for all of our portfolios with Wealthsimple Invest are the same — 0.5% (it drops to 0.4% if you have more than $100,000 with us). As with all investments, there is also an additional fee that is charged by the firms that manage the ETFs (generally 0.1-0.2%).

Which ETFs are in Wealthsimple's Classic portfolios?

A well-balanced portfolio is crucial for building wealth and limiting risk. Each of our portfolios includes between 8 and 10 ETFs and each ETF represents a unique asset class: