What is a portfolio review?

Portfolio Review is a free service to give you an overview assessment of 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/en-us, upload a financial statement, and we'll give you a call in a few days once we've analysed things.

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