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Designed for the modern employer

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.

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Employers across Canada trust Wealthsimple

On-demand access to financial experts

Why employees love Wealthsimple

Award-winning client experience

Low and transparent fees,

with no minimums

Help employees save for the future

More money in your employees' pocket - Sollars are contributed pre-tax, which means your employees receive more of their paycheque throughout the year.

Set and forget - Employees set contributions directly from their paycheque that get automatically invested.

Investing for all - We combine user-friendly digital tools and personal financial advice to make smart investing accessible to everyone.

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Work with dedicated and established Financial Advisors

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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Ready to reward employees with an investing experience they'll love?

Get in touch to find out why employers across Canada are choosing Wealthsimple for Work.

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Wealthsimple Tax vs TurboTax

Two of the most popular tax software programs are TurboTax and Wealthsimple Tax. Check out the table to see how they compare.

Wealthsimple Tax TurboTax
Auto-fill my return available Yes Yes
$0 filing available Up to 2 returns, no restrictions on forms you can file For simple returns only
Simple return
  • • Employment income
  • • Pension income
  • • Tuition
  • • RRSP contributions
  • • Child care expenses
$0 $0
  • • Donations
  • • Medical expenses
  • • Employment expenses
$0 $21 per return
More complex return
  • • Investment income
  • • Foreign income
$0 $40 per return
  • • Rental income
  • • Self employment income
$0 $60 per return
Additional features or add-ons
Audit protection, priority support, identity protection
  • $40 for up to 8 returns
  • (does not include identity protection)
  • $60 per return
    1:1 tax expert review $80 $40–$110 per return

    Get more as a Wealthsimple client

    Bringing all your investments to Wealthsimple means better access to exclusive perks, including free upgrades. As a Premium client, you get free access to our Plus plan, and as a Generation client, you get free access to our Pro plan (Pro plan is not available in French and to Quebec residents).

    Table information last reviewed January 2024.

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