Investment Strategy
- What investment strategy does Wealthsimple Invest use?
- Can I use Wealthsimple Invest to invest in individual stocks?
- What is a discretionary portfolio manager?
- How does Wealthsimple decide which securities go into the portfolios?
- What is an ETF?
- What asset classes do your ETFs represent?
- Why are there different portfolios for different account types?
- How do I change my portfolio?
- What is risk and how does Wealthsimple determine my risk profile?
- Can I have different risk profiles (or portfolios) for each of my accounts?
- Halal Investing
- What methodology does the Halal portfolio follow?
- What stocks are included in the Halal Investing portfolio?
- Socially Responsible Investing
- What stocks are held in the Wealthsimple North America Socially Responsible ETF (WSRI)?
- What stocks are held in the Wealthsimple Developed Markets ex-NA Socially Responsible ETF (WSRD)?
- What is a high interest savings ETF?
- Advice on RRSPs & TFSAs
- Does Wealthsimple invest in cannabis stocks?
- Why don't you tell me before making changes to my portfolio?
- How does rebalancing work?
- Does Wealthsimple offer self-directed investing?
- Do Wealthsimple Portfolios hold any PFIC ETFs?
- What is dollar cost averaging and does it make sense?
- Are the new portfolios still passive?
- What's the difference between Wealthsimple Trade and Wealthsimple Invest?