Tax-Free Savings Account (TFSA) First Home Savings Account (FHSA) All accounts Spending & Saving High-interest cash account Plans & benefits Plans & benefits Your plan is based on your total assets with us, so whether you’re a seasoned investor or just getting started, your benefits are ta...
Locked-In Retirement Account A smart investment account to make the most of your pension. 1 Your investments can still grow tax-free even though you aren’t contributing 2 Ideal for keeping your retirement money off-limits until you really need it ...
Wealthsimple Cash业务的独特性在于其提出了“零费用万能账户”的理念,客户在使用该业务时无需支付任何账户管理费、账户维护费、转账费用及现金提取费用。 不过,目前Wealthsimple Cash仍停留在较为初级的阶段,仅开放储蓄、转账以及App的下载功能,许多核心功能尚未开放。在未来,Wealthsimple Cash将推出与Visa联名的借记卡,从...
Wealthsimple is a DIY investment platform that offers a range of investment products, and over the last several years has added products such as cash cards and tax preparation. Here’s our full Wealthsimple review if you would like to learn more. Both teams are working on future integration me...
Account Types Based on our findings, the broker offers a range of account types to suit diverse financial needs. These include account types such as theRegistered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), First Home Savings Account (FHSA), Non-registered Account, and oth...
Cash Savings Joint Savings No matter the size of your account, you’ll receive a free portfolio review of any non-Wealthsimple brokerage accounts, reap the benefits of automatic tax-loss harvesting (which aids in minimizing your tax liability), access to fractional share investing, options for ma...
2.75% interest on your Cash account 3 Goal setting with an advisor $500,000 in assets Generation 1 0.2%*–0.4% management fees on managed investing accounts 2 3.25% interest on your Cash account 3 Dedicated team of advisors Show your money its worth ...
2.75% interest on your Cash account 3 Goal setting with an advisor $500,000 in assets Generation 1 0.2%*–0.4% management fees on managed investing accounts 2 3.25% interest on your Cash account 3 Dedicated team of advisors Show your money its worth ...
Wealthsimple robo-advisor accounts are intended to be fully invested, so there are no cash management features. Wealthsimple Spend and Save, the checking account offered, holds your funds withCDICinsured partner banks and has a 4% interest rate that increases to 4.5% at the premium level and ...
market fund. For Wealthsimple Managed Investing, all funds are put into the market. Wealthsimple Self-Directed cash balances are not eligible for interest, although the broker is presumably able to earn some. Wealthsimple has a separate cash account that does pay interest, currently sitting at ...