STEVLOC is a Proud Referring Partner to Wealthsimple Providing Access to active portfolio managers
What we do
We provide world-class, long-term investment management without the high fees and account minimums associated with traditional investment managers. We invest your money in a globally diversified portfolio of low-cost index funds modeled after the same Nobel Prize-winning research used by the world’s savviest investors.
Our cutting-edge technology helps you earn the best possible return on your money, while also lowering your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting—services that most people couldn’t afford until now or found too time-consuming and tedious to do on their own.
Our financial advisers are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.
Who we are
Wealthsimple is backed by a team of world-class financial experts and Silicon Valley's best technology talent. We've raised $165 million in capital from the Power Financial Group, a leading financial holding company with $1.4 trillion in assets under administration. Our talented team of software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.
Our Investment Advisory Committee are recognized thought leaders in the investment community. They play an advisory role in Wealthsimple's investment management process and serve as a sounding board for Wealthsimple's management team.
The smartest thing to do with your money
- We'll build you an intelligent, personalized portfolio using Nobel Prize winning investment strategy.
- We use low cost ETFs and technologyso we can charge a fraction of traditional advisors' fees.
- In just 5 minutes, we'll put your money to work like the world's smartest investors.
Put your money on autopilot
- Automatic rebalancing: we precisely rebalance your portfolio as the market changes.
- Dividend reinvesting: we'll instantly put your stock dividends back to work, earning you more.
- Human advice: our advisors are here to help plan your financial future — or just answer any questions.
We keep your money safe
- 75,000 clients trust us to manage more than $2 billion.
- State-of-the-art security, up to $1,000,000 CIPF protected.
- Webby Award winner for world's best financial website.
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