Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3 million Canadians and holds over $30-billion assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.

Wealthsimple Advisors

Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple...

Wealthsimple Advisor Insights

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To save money, it’s essential to spend less than you earn. However, it’s very hard to know how much you can safely spend without first putting together a budget.

How to create a budget | Wealthsimple Wealth Management Insights

Learn how to put together a budget to help you spend safely

How to create a budget

To save money, it’s essential to spend less than you earn. However, it’s very hard to know how much you can safely spend without first putting together a budget.

Picking the right registered account was tough enough when you only had to choose between TFSAs and RRSPs. But once FHSAs were added to the mix, the decision got harder for a lot of people.

TFSA vs. RRSP vs. FHSA | Wealthsimple Advisors

What's the best choice to invest in first

TFSA vs. RRSP vs. FHSA

An exchange traded fund (ETF) is a collection of stocks or bonds that you can purchase for a single price.

Understanding ETFs | Wealthsimple Wealth Management Insights

A collection of stocks or bonds that you can purchase for a single price

Understanding ETFs

An exchange traded fund (ETF) is a collection of stocks or bonds that you can purchase for a single price.

Saving for retirement is about planning ahead so you can have a high quality standard of living when you retire. Here are some of the most common questions people ask when thinking about their retirement journey.

Saving for retirement | Wealthsimple Investment Insights

Common questions people ask when thinking about retirement

Save for retirement

This year was great for the stock market, as continued increases in valuations, combined with solid corporate performance, led to extremely high returns.

3 big investment lessons from 2024 | December 2024 | Letter from Ben

A look back that’ll also help you look forward, and what people expect from stocks

From our CIO: Three big investment lessons from 2024

This year was great for the stock market, as continued increases in valuations, combined with solid corporate performance, led to extremely high returns. World central banks switched their focus from fighting inflation and keeping short-term interest rates high, to supporting economic growth and cutting them. Gold came out on top, up 40%. U.S. equities were close behind at 38%, but almost all equity markets, including the TSX (up 25%), experienced above-average performance. The current feeling in markets reflects last year’s nearly uninterrupted rise: individual investors’ holdings of stocks are at all-time highs.

Deep dive into bonds - the different types and how they work - and what the biggest winners, losers, and draws were in November.

How bonds work | November 2024 | Letter from Ben

A primer on bonds, the Trump effect, and what it may take to keep the U.S. market booming

From our CIO: How do bonds work?

Now that the U.S. presidential election results are in, you may be wondering how it affects your investments. Here are some key points to consider.

U.S. election insights | November 2024 | From the Advisors

Now that the U.S. presidential election results are in, you may be wondering how it affects your investments. Here are some key points to consider:

U.S. Election Insights

After years of helping clients resist and recover from misguided financial impulses, I’ve noticed that it’s often the same few things tripping people up. In order to help you not be one of them, this month I’ll cover the most common behavioural mistakes investors make.

6 common investing mistakes | November 2024 | From the Advisors

The 6 most common investing mistakes

How to avoid big investing traps

Navigating the world of investing isn’t just about crunching numbers (and calling your advisor when you don’t feel like crunching numbers on your own). It’s a real psychological journey, filled with mental traps that can negatively affect your financial health.

How much cash is the right amount of cash 

An Investor’s Guide to Cash

People do lots of stuff with their money. Spend it, of course. Pay for their rent and car and the occasional vacation to see the world’s largest burrito. Ideally, people also use some of their money to invest. The rest they keep on hand (to be clear, we’re talking saving or chequing accounts, not under mattresses) for immediate needs and emergencies.

For some people, planning a vacation can be a process that takes years. For others, it’s ‘wheels up’ the day after they had a fleeting vision of sun and surf. Regardless of which brand of ‘vacationer’ you are, travelling requires money.

Saving for a vacation | Wealthsimple Investment Insights

Some tips on how to budget for a vacation so you can fully embrace the holiday vibes.

How to create a budget

TFSA vs. RRSP vs. FHSA

Understanding ETFs

Save for retirement

From our CIO: Three big investment lessons from 2024

From our CIO: How do bonds work?

U.S. Election Insights

The 6 most common investing mistakes

An Investor’s Guide to Cash

Saving for a vacation

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