Our W4W product is offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Assets in your W4W account are held in an account with Wealthsimple’s affiliated custodial broker, Canadian ShareOwner Investments Inc. (“ShareOwner”). ShareOwner is a member of the Investment Industry Regulatory Organization of Canada. Customer accounts held at ShareOwner are protected by CIPF within specified limits in the event ShareOwner becomes insolvent. A brochure describing the nature and limits of coverage is available upon request or at CIPF. Wealthsimple is not a member of IIROC nor a member of CIPF.
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 2021 Wealthsimple Technologies Inc.
We make investing easy - Take the questions out of investing with an accessible and award winning online investment tool.
Access expert financial advice - Employees get advice anytime and at their convenience. No visits to a bank branch needed.
Admin Portal - Central hub for managing employees, plan details, and reporting.
Employers across Canada trust Wealthsimple
On-demand access to financial experts
Why employees love Wealthsimple
Award-winning client experience
Low and transparent fees,
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On-demand - Easy to use online investing platform and access to your financial advisor offering 1:1 calls, portfolio reviews, webinars and more.
Human touch - Your dedicated Wealthsimple advisor has been vetted by Wealthsimple and can help your employees diagnose their finances - not just investments, but also buying a home, managing debt or setting financial goals.
Flexible fee schedule - Whichever service you may be looking for, we will have the right fee structure for you
Dedicated support
Easy-to-use self-service platfom
Simple onboarding
Why employers trust Wealthsimple
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