In this article:
Overview
If your household has at least $500,000 in assets with us, or you're planning to move this amount to your accounts, you may be eligible for ongoing support from a trusted Wealthsimple advisor. Your dedicated advisor can help you with:
- retirement strategies
- personalized plans
- tax optimization
We offer wealth management services for a single fee that includes the management fee on your investments and a service fee for our advice. Our fees start at 0.9% and drop to 0.5% for clients who have $10,000,000 or more with us.
Learn more about Wealthsimple Wealth Management.
How it works
When you opt into Wealthsimple Wealth Management, 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
- partner milestone rewards
- free access to the Wealthsimple Tax Pro plan
Learn more about Wealthsimple Generation benefits.
How to sign up for Wealthsimple Wealth Management
Please contact our Wealth Management team to start the onboarding process.
Frequently asked questions
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.
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