Overview
If your household has more than $500,000 in assets, you can get personalized and ongoing support from a trusted Wealthsimple advisor. Your dedicated advisor can help you with:
- retirement strategies
- personalized plans
- tax optimization
We offer advisory services for an additional fee of 0.35% on your managed accounts. This is on top of our standard management fee of 0.4% or less.
Learn more about Wealthsimple Advisory Services
How it works
When you opt into Wealthsimple Advisory Services, you will:
- Meet with your dedicated advisor to discuss your financial goals.
- Receive and review your personalized investment plan.
- Access enhanced product experiences within Wealthsimple.
- Receive regular updates on your portfolio.
- Connect with your advisor anytime for additional support.
Perks
You’ll get personalized financial guidance, along with all the benefits of being a Wealthsimple Generation client.
Some of the benefits of being a Generation client include:
- lower fees
- higher interest on your chequing account
- 10 airport lounge passes a year
- partner milestone rewards
- free access to the Wealthsimple Tax Pro plan
Learn more about Wealthsimple Generation benefits
How to sign up for Wealthsimple Advisory Services
Please contact our support team to start the onboarding process.
Frequently asked questions
How is Wealthsimple Advisory Services different from the on-demand advisor service?
Wealthsimple Advisory Services allows you to work directly with someone with whom you’ll build a personal relationship. Your dedicated advisor will get to know you, your family, and your needs on a detailed level — all to provide you with the most tailored guidance.
On-demand advice is more of a single-need service. If you have occasional questions on topics that don’t require the same depth of knowledge of your family and finances, on-demand advice may be all you need.
Generation clients who don’t opt into Wealthsimple Advisory Services still receive:
- Access to on-demand financial advice and planning.
- Reduced management fees and foreign exchange fees.
- In-house specialist access (at higher price points).
How will I be able to see/access my funds?
All of your investments and accounts are visible through the Wealthsimple app, accessible on your smartphone or computer at any time. The app allows you to track your financial performance, monitor your contributions and account value, and keep tabs on the fees you pay. You can also choose to open additional non-managed accounts — like a chequing account or self-directed trading accounts — and access them all in the same place.
Comments
0 comments
Article is closed for comments.