“Tax Alpha” is a term that describes generating improved investment returns by making smart tax decisions as part of your investing strategy. “Alpha” is the term applied to market-beating investment returns, so “Tax Alpha” is all about earning better after-tax returns by minimizing the taxes you pay on your investments.
For too long expert tax advice has been reserved for wealthy investors, who can afford to hire expensive specialists to help them navigate the complexities of the tax code, but not anymore. Tax planning is a foundational part of investing and we believe this education, advice and guidance should be available for everyone investing with Wealthsimple.
As the only Canadian investment platform with a fully capable Tax product (Wealthsimple Tax), Wealthsimple is uniquely positioned to help our investing clients earn Tax Alpha.