If you have a $50k+ portfolio outside of Wealthsimple, you can get a complimentary review of your investments from one of Wealthsimple’s fiduciary wealth advisors.

We will help you determine if a Wealthsimple managed investing portfolio is a better fit for you than your current investment approach. As fiduciaries, we are bound to give you advice in your best interest, not ours. 

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Our wealth advisors are here to support you by answering your questions, learning about your goals, and recommending an investment strategy. A Portfolio Review will:

• Help you understand how your money is currently invested, how much risk are you taking with your investments, and if the level of risk makes sense based on your situation.
• Show you how much you are currently paying in investment management fees each year.
• Show you how the investments you currently hold have performed.
• Determine whether the current investments are as tax efficient as possible.
• Provide a comparison to a similar Wealthsimple portfolio.

A managed investing portfolio with Wealthsimple may be a better fit for you than your current approach, or it may not. Either way, we will give you the information you need to make a well-informed decision about how your investments should be managed going forward.