Overview

Learn about the investment options available in your Wealthsimple for Business group plan. All plans offer a choice of managed portfolios, and some may include other options chosen by your employer.

Available investment options

Your investment choices are determined by the plan your employer has set up. Below are the options that may be available to you.

Wealthsimple managed portfolios

All group retirement plans offer our Wealthsimple managed portfolios. These are portfolios we build and manage for you. You can choose from three different themes based on your values and goals:

• Classic: A globally diversified portfolio of ETFs.
• Socially Responsible: A portfolio that considers environmental, social, and governance (ESG) factors.
• Halal: A portfolio built in accordance with Islamic law.

Wealthsimple Vanguard® Target Date portfolios

Some employers also offer Wealthsimple Vanguard® Target Date portfolios as an option. These portfolios automatically adjust their asset mix to become more conservative as you get closer to your target retirement date.

Unavailable options

Self-directed investing isn't currently available within Wealthsimple for Business group accounts. This means you can't buy and sell individual stocks, ETFs, or cryptocurrencies within your group plan.