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...
However, there are a few ETF positions used in their standard portfolios that don’t have a viable backup position. In these cases, as well as in their Socially Responsible Investment (SRI) portfolios and their Halal portfolios, they are not able to do any tax loss harvest selling. Tax Los...
Investors with over $100,000 in assets receive not only a discount but also features such as personalized financial planning and tax-loss harvesting. Investors with over $500,000 receive even more perks, including a personalized financial plan and 50% off health insurance for residents of Ontario...
Customer Support in Wealthsimple is ranked good with an overall rating of 8 out of 10based on our testing. We got fast and knowledgeable responses, and also easy to reach during the working days. See our find and ranking on Customer Service Quality: ...
Yes! RRSP withdrawals are taxed at your marginal tax rate, so any withdrawals made when you are not working would be taxed at a much lower rate, assuming you have no other sources of income. 6.Does it make sense to delay RRSP contributions if you think you will make more money in the...
Wealthsimple Tax also offers an interesting add-on service that Justwealth doesn’t have the equivalent of. So far, I’d say that when it comes to account and investing options it looks pretty close, with a slight edge to Wealthsimple. But then we have to factor in actual investable ...
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Wealthsimple Tax can also be a good fit for some clients. However, Wealthsimple’s mission has wandered very far from what it used to be. These days they are more focused on crypto trading, mortgages, and other products that I do not recommend. Since they have been solid to a larger ...
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...