Smart investing products and personalized advice to build long-term wealth. Low-fee managed investing, commission-free trading, and high-interest chequing and savings.
Get the most out of your money with smart investing products and personalized advice to build long-term wealth. Get started The best of chequing & saving Earn up to 2.75% in interest, with no everyday account fees. Plus, access your cash from ATMs Canada-wide and we’ll cover the fees...
Automated investing platform:Wealthsimple offers an automated investing platform called Wealthsimple Managed Investing, which uses arobo-advisor. Customers can develop a portfolio based on their specific goals, needs, risk tolerance, and more, and the portfolio is managed by the robo-advisor, including...
Smart investing products and personalized advice to build long-term wealth. Low-fee managed investing, commission-free trading, and high-interest chequing and savings.
Smart investing products and personalized advice to build long-term wealth. Low-fee managed investing, commission-free trading, and high-interest chequing and savings.
That said, Wealthsimple Managed Investing is still a very good option for folks who want a user-friendly way to use index investing. Wealthsimple Tax can also be a good fit for some clients. It’s impossible to review Wealthsimple in 2025 without mentioning that Wealthsimple’s mission has wan...
Wealthsimple Trade – now called Wealthsimple self-directed investing – is the crown jewel of the Wealthsimple family of products. Read my full Wealthsimple Review for details on the original robo advisor platform and other products under the Wealthsimple umbrella. With a simple mobile interface, com...
📱 当你点击TFSA选项时,会出现两种选择:Managed portfolios和self-directed investing。如果你选择Managed portfolios,系统会提供一个名为robo adviser的投资顾问服务,他们会根据你的信息为你制定个性化的投资策略,但这项服务是收费的,管理费在0.2%-0.5%之间。如果你更喜欢自己管理财务,可以选择self-directed。
Wealthsimple为这类群体提供了一个自由投资的渠道,并且公司提供特色的“社会责任感投资”(Socially Responsible Investing,简称SRI)满足了他们践行社会责任的需求,可以投资那些有限考虑环境和社会问题并在人权和腐败问题上拥有良好记录的公司。 2.2 主营业务 2.2.1 投顾业务(Wealthsimple Invest)...
Wealthsimple is an excellent broker choice if you are a passive investor in Canada or the U.K. and seeking an innovative robo-advisor solution for automated investing.