What is a portfolio review?

A Portfolio Review is a free service offered by Wealthsimple to get advice on your existing investment strategy.

Our portfolio managers will analyse your statements and provide feedback on how you could improve your investment strategy. We will evaluate your portfolio across a number of dimensions including how much you are paying in fees, and how well diversified you are so that you can consider what action you may wish to take.

Anyone is eligible for a Portfolio Review: there is no obligation to join Wealthsimple.

Go to review.wealthsimple.com, upload a financial statement, and our portfolio managers will analyse your statements and provide feedback on how you could improve your investment strategy. 

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