Wealthsimple CA Coupon Codes & Discounts Apr 2025 - 20% OFF

Wealthsimple CA is a Canadian online investment management service that offers a range of investment products and services. It was founded in 2014 and has headquarters in Toronto, Ontario.The platform allows users to easily invest their money in various portfolios that are tailored to their individual goals and risk tolerance. These portfolios are created and managed by a team of experts who use a mix of passive index investing and strategic diversification to optimize returns.Wealthsimple CA provides access to a wide array of investment products, including stocks, bonds, exchange-traded funds (ETFs), and socially responsible investments. They also offer tax-efficient strategies such as Tax Loss Harvesting+ to help maximize after-tax returns.In addition to investment management services, Wealthsimple CA also provides other financial tools such as Wealthsimple Cash, which is a hybrid saving and spending account that offers high-interest savings with no fees or minimum balance requirements.The company has gained popularity for its user-friendly interface and transparent fee structure. Wealthsimple CA charges a management fee based on the amount of money invested, which ranges from 0.4% to 0.5%, depending on the account balance.Overall, Wealthsimple CA aims to make investing accessible and affordable for all Canadians by providing an intuitive platform, expertly designed portfolios, low fees, and personalized financial advice through their team of certified financial planners.

The main products of Wealthsimple CA are robo-advisory services, including investment portfolios and tax-efficient investing solutions.