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Products Invest Save Pricing About Who we are Work with us Our culture Magazine Log in Get started Start Open navigation Invest Save Pricing Who we are Magazine Get started Log in Get on track with a Wealthsimple Portfolio Review Our expert advisors will find out where your plan falls short, and help you fix it for the long run. Review my portfolio Getting started is free and takes less than five minutes. All you do is: 1 Tell us who you are 2 Upload your financial statements 3 Book a call with our money experts A Portfolio Review is a free snapshot of your whole financial picture. Holistic review - We'll look at everything. Not just how diversified your investments are and what your risk exposure is, but how much debt you have and whether you're saving enough. Goal setting - We'll help you set goals that are meaningful. And make a plan to get there. Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down. Lower your taxes - We'll make sure your investments are structured to minimize your annual tax bill now and in the future. Review my portfolio You'll meet with one of our money experts. Honest - We're what's called a fiduciary. That means we're obligated to give you actionable feedback that's in your best interest, not ours. Human - We have loads of technology. But we also have smart people who will make sure you understand exactly what our recommendations are. Experienced - Our financial planners have thousands of hours of experience advising seasoned, high-net-worth investors — and folks just starting out, too. Review my portfolio Find out how your existing investments stack up Get started and see why more than 175,000 clients trust Wealthsimple to manage their hard-earned money. Review my portfolio Products Invest Save Features Responsible Investing Halal Investing Roundup Resources Magazine Investing 101 Help Center Legal Pricing Black Generation Compare About Who we are Work with us Our culture Country Follow Download We provide investment services through several affiliates. Our Invest and Smart Savings products are offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Our Trade and Save products are offered by Canadian ShareOwner Investments Inc. (ShareOwner), a registered investment dealer in each province and territory of Canada. Some clients of Wealthsimple for Advisors have accounts with Wealthsimple Advisor Services Inc. (WASI), a registered mutual fund dealer in each province and territory of Canada. ShareOwner is a member of the Investment Industry Regulatory Organization of Canada ( www.iiroc.ca ). Customer accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at ( www.cipf.ca ). WASI is a member of the Mutual Fund Dealers Association of Canada and a member of the MFDA Investor Protection Corporation. With any investment, your capital is at risk. The value of your portfolio with Wealthsimple can go down as well as up and you may get back less than you invest. Past performance is no guarantee of future results. Read our ( investment risk disclosure ) for more information. By using this website, you accept our ( Terms of Use ) and ( Privacy Policy ). Copyright 2019 Wealthsimple Technologies Inc....