Wealthsimple
Smart investing products and dedicated financial planning services to build long-term wealth.
Overview
Wealthsimple offers a range of financial products including managed investing portfolios, self-directed investing, and chequing accounts with competitive interest rates. The platform provides access to over 14,000 stocks, ETFs, options, and more than 140 cryptocurrencies with low fees and commission-free trading.
The service includes professionally managed portfolios tailored to individual goals, as well as self-directed investing options with margin and options trading. Wealthsimple also offers full-service wealth management for clients with over $500,000 in assets, combining automated investing with access to dedicated financial advisors.
Additional features include no monthly fees on chequing accounts, worldwide ATM fee coverage, and protection through CDIC and CIPF coverage. The platform supports both self-serve help and personalized advisor support to meet diverse client needs.
Key Features
- + Commission-free trading of stocks, ETFs, and options
- + Access to 140+ cryptocurrencies for trading and staking
- + Professionally managed customizable investment portfolios
- + Self-directed investing with margin and options trading
- + Chequing accounts with no monthly fees and competitive interest rates
- + Worldwide ATM fee reimbursement
- + Full-service wealth management for clients with $500,000+ assets
- + Dedicated financial advisor support