The optimizing tools are what separates Wealthsimple Tax from some of the free online tax filing services out there. It’s adding a layer of simple but important tax advice or strategy. When you hit submit, it will connect with CRA and submit your return via NETFILE. You don’t need to...
Your investments can still grow tax-free even though you aren’t contributing Ideal for keeping your retirement money off-limits until you really need it Get more as your wealth grows Unlock access to benefits and rewards from one of our trusted partners, like Uber, Strava, Headspace, and mor...
1) When you invest $500,000 with Wealthsimple Invest, you hit their top tier – called “generation” – and get little perks like a personalized financial plan and ten free airport lounge passes.2) All investors can make use of Wealthsimple Tax that allows clients to quickly and easily ...
software like TurboTax orWealthsimple Tax(we're kind of partial to the latter), can help you get the most accurate results while maximizing the amount of your return. Plus,
#4. Completely Free Despite being a small business, Wealthsimple Tax is completely free to use. They have a pay-what-you-can option that allows you to pay any amount you believe the service is worth. The default donation amount is set to $19. ...
The tax-free contribution limits are £9,000 a year. The junior ISA costs are the same as for the other products offered by Wealthsimple: 0.7% AMC for the JISA run on a basic package. For those with £100,000 to invest the Black package charges 0.5% and for those with £500,...
What this means is that the next $30,000 of capital gains realized personally for Linda and the next $40,000 of capital gains realized by Ray’s business will be tax-free. If there are no capital gains this year or in the three prior years to be offset, then the capital losses that...
eliminating the need for investors to make manual calculations, which can be complex and subject to error. Other convenient features include the ability to optimise your tax position by carrying losses forward, as well as a breakdown of your portfolio’s short-term and long-term capital gains an...
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 making Socially Responsible Inv...
Our free TFSA calculator will help you understand how much you can contribute to your TFSA and how your savings could grow in the future.