Overview

As a group plan member, you have access to unlimited 30-minute 1:1 calls with an experienced advisor to discuss your financial goals or get help with your account. Whether you're choosing between a Balanced or Growth portfolio, planning a first home purchase, or have any other finance-related questions, our team is here to provide professional guidance.

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 for 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

Please contact our support team to set up a call with an advisor