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Tax
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  1. Help Centre
  2. Invest
  3. About Invest
  4. Investment Strategy

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?

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