Wealthsimple is a digital investment service that uses technology to make investing simpler, smarter and low-cost. Our mission is to help everyone achieve their financial goals by making investing simple, affordable, accessible and personalised.
We give on-demand advice from real human beings. You can manage your accounts easily on your own through our website and app. But, we also pride ourselves on making personalised investment advice available to every client, over the phone or by email. This is complimentary, and there are no limits to how many times you can speak with an Adviser.
We build smart investment portfolios. We use human expertise, smart technology and Nobel Prize-winning finance theory to build you a personalised portfolio optimised to reach your goals. Our investment team is advised by industry experts like Eric Kirzner, who designed North America's first ETF (Exchange Traded Fund), and Alain Bergeron who manages over $58 billion in investments.
We're a tech company first. Unlike the big banks who offer robo advisor services, we operate like a tech company. And unlike start-up robo advisor services, we’ve partnered with Power Financial, one of the largest financial services companies in the world. Because with us, our clients invest with the confidence that we'll be around for the long-term.
We’re dedicated to elegant design. We use smart technology and simple design to make confounding things easy to understand and simple to use. Take a spin on our site or app and you'll see why we won that Webby.
We give you all the information you need and never any you don't. You're not a bond trader or a hedge fund manager, so why should you try to be? We won’t keep you up to date on oil prices or the minutiae of sector performance inside the FTSE 100. We'll just help you use the same financial research that won a Nobel Prize in economics to design a great portfolio. If you read our magazine you'll find useful (not to mention fun) stories about buying tiny houses, making sure you're taking advantage of tax breaks, and lots of interviews with interesting people on their lifelong relationship with money.
If you have any questions, give us a call on 0800-808-5653. Even though you can find answers to most questions on our FAQ page, we love talking to our clients.