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What is expert advice?
Wealthsimple Tax offers live advice from tax professionals, including:
- 30-minute one-on-one sessions
- Guidance on getting started
- Help with forms and deductions
- Optimization tips to maximize your refund
- Email follow-up for additional questions
Note: Expert advice is not available in French or for Québec residents.
Purchase expert advice
Expert advice is available with the Pro Plan.
- Log in to your Wealthsimple account
- Select the Tax tab from the top menu
- Choose or start a tax return
- Click File with confidence on the bottom left-hand side of your screen
- Select Expert advice and click Book session
- Follow the prompts to purchase and schedule with a Tax expert
You'll receive an email confirmation and a calendar invite. We recommend adding the session to your calendar so it’s easy to remember. 24 hours before your appointment, you’ll be emailed a reminder.
Join your session
For the best experience:
- Use a desktop computer
- Have access to your Tax profile
- Be prepared to share your screen
Change or cancel your session
To modify your booking:
- Locate your confirmation email
- Click Change / Cancel Appointment
- Follow the prompts
Note: Changes or cancellations are only possible up to 24 hours before your scheduled session.
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