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Wealthsimple

 

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

Put your money on autopilot

We keep your money safe

For more information on registering for an account, click here

Source: https://www.wealthsimple.com/en-ca/

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