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Investment Review

    • Holistic review - We'll look at everything include income tax bracket, current and future income sources – including pensions, rental income, and investments – as well as any real estate or business interests to design a financial plan suited to meet your need
    • Goal setting -We'll help you set goals that are meaningful and make a plan to get there.
    • Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down.
    • Lower your taxes -We'll make sure your investments are structured to minimize your annual tax bill now and suggest strategies to lower your tax bill in the future.

What is Wealthsimple

Wealthsimple is a successful Canadian fintech company with more than 100,000 clients that trust over $3B of funds.

Everything is encrypted - We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection.

CIPF protected - Our brokerage is a member of the Canadian Investor Protection Fund, which covers accounts up to $1M against bankruptcy

Powerful backing - Wealthsimple is backed by $165M in investment from the Power Financial Group

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