In this article:
Overview
As a group plan member, you have access to unlimited free 30-minute 1:1 calls with an experienced advisor. Whether you're choosing between portfolio plans, planning a first home purchase, or have other finance-related questions, our team is here to help.
Our advisors are fiduciaries, meaning they're legally obligated to put your needs first, and are based right here in Canada.
Eligibility
This service is available to all clients who are members of a Wealthsimple Business group plan.
What you can discuss
Our advisors can help you navigate a wide range of topics, including:
- Portfolio selection: Deciding which managed portfolio matches your risk tolerance.
- Goal setting: Planning for major life events like retirement or buying a home.
- General finance: Getting answers to almost any finance-related question.
How to book a call
You can book a call directly from your group account details page.
- Log in to the Wealthsimple app.
- Select your group account.
- Scroll to the Talk to an advisor card, below the contribution breakdown section.
- Tap Talk to an advisor to open the booking system and choose a time.
- Log in to your Wealthsimple profile on the web.
- Select your group account and scroll to the Talk to an advisor card, below the contribution breakdown section.
- Click Talk to an advisor to open the booking system and choose a time.
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