Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across chequing and spending, managed investing, self-directed trading, and tax filing. Wealthsimple serves more than 4 million Canadians and holds approximately $155 billion in assets under administration, as of June 30, 2026. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto. To learn more, visit www.wealthsimple.com.

Wealthsimple Advisors

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across chequing...

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Wealthsimple est la référence canadienne en innovation pour les services financiers en ligne. L’entreprise offre une gamme complète de produits financiers simples et sophistiqués : services bancaires et d’épargne, placements gérés et autogérés, cryptomonnaie, déclarations de revenus. Aujourd’hui, l’entreprise, fondée en 2014 par une équipe de spécialistes en finance et d’entrepreneurs dans le domaine de la technologie, accompagne plus de 4 millions de personnes au pays et administre environ 155 milliards de dollars d’actifs, en date du 30 juin 2026. Son siège social se situe à Toronto, au Canada. Pour en savoir plus, rendez-vous à www.wealthsimple.com/fr-ca/.

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Wealthsimple est la référence canadienne en innovation pour les services financiers en ligne. L’entreprise offre une gamme complète de produits...

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How our Managed Investing portfolios did last quarter

Staying the course rewarded patient investors

If you followed the markets closely in the second quarter, you’re probably still feeling the whiplash. Every new development in the conflict in Iran pushed the markets up or down to varying degrees. In early April, crude oil was trading near US$120 per barrel, causing fears of a protracted economic slowdown. By the end of June, that price was (temporarily) back below US$70, and a mighty rally in equity markets led to one of the strongest performing quarters in years.

Learn how deemed disposition, probate fees, and trusts really work at death—plus practical estate planning tips for high-net-worth Canadians from an expert.

Estate Planning in Canada: Beyond the Money | Wealthsimple

Estate planning has a reputation problem. In a recent Wealthsimple webinar, host Alicia Vogan and estate specialist Angela Carter reframe it as an act of care and shows how much of the tax and probate pain at death is foreseeable, and therefore plannable.

Webinar Recap: Beyond the Money — Planning Your Legacy with an Estate Plan

Most of us treat estate planning as something for later, until a life event decides otherwise. Host Alicia Vogan, Senior Manager, Advice Innovation at Wealthsimple, sits down with estate specialist Angela Carter to unpack what happens to a large estate at death, and how much of the pain you can see coming.

Whenever markets suddenly drop a few percentage points in a trading day, you’ll see panicky headlines about the “VIX”, aka the ominously-named “Wall Street fear gauge” hitting a new high. It’s hard to know what to make of the VIX.

What is the VIX – and why is it called the “Wall Street fear gauge”?

 – and why is it called the “Wall Street fear gauge”?

What is the VIX

Whenever markets suddenly drop a few percentage points in a trading day, you’ll see panicky headlines about the “VIX”, aka the ominously-named “Wall Street fear gauge” hitting a new high. It’s hard to know what to make of the VIX as a retail investor saving for the future — is it worth following closely, or is it just noise?

How to deep-clean your portfolio for spring

Spring clean your portfolio — here's how

Spring cleaning is as important for your financial situation as it is for your closets and drawers. Most investors don’t keep the same financial goals or strategies forever. If you haven’t checked up on your portfolio in a while and then decide to change course, your new goals may not be compatible with your existing investment strategy, which could lead to inefficiencies that drag on your returns.

Quarterly performance update: How we preserve capital during global uncertainty

How markets reacted to a March tumble

The first few weeks of 2026 looked a lot like the relatively calm markets that closed out 2025. Expected and actual volatility held at record lows, while market returns continued marching upwards. Unfortunately, the war in Iran and, more specifically, the closing of the Strait of Hormuz, a significant corridor for the global oil trade, added a lot of unexpected volatility.

Learn how strategic early RRSP withdrawals can reduce your lifetime tax bill — and whether this retirement planning approach makes sense for you.

The RRSP Meltdown Strategy: Is It Right for You?

Learn how strategic early RRSP withdrawals can reduce your lifetime tax bill — and whether this retirement planning approach makes sense for you

What is the RRSP meltdown strategy, and is it right for you?

Canadians are great savers. For decades, the RRSP has been the centrepiece of retirement planning, and for good reason: contributions lower your taxable income today, and the investments inside them grow tax-sheltered for years. If you've been diligent about contributing, there's a good chance your RRSP is one of the largest assets you own.

When markets feel scary, it's no time to act scared

Five big questions about market turmoil

We’re only two months into the year, and even though markets are up year-to-date, there’s already been plenty for the markets and investors to fret about — from even more geopolitical tensions, to uncertainty around monetary policy, to increased scrutiny on AI spending. It’s led plenty of clients to get in touch with questions about what to do with their money. And while each investor’s situation is unique, the general themes behind their concerns are not. So we thought we’d tackle the big ones.

Answers to your biggest RRSP questions

How to make the most out of your RRSP

Welcome to RRSP season. (It’s almost as exciting as tax season!) This time of year, our team receives even more questions than usual from clients trying to make the most of their retirement savings. In case you are going through something similar, we’re addressing one big (and too-frequent) RRSP misunderstanding that can cost you thousands — both in tax savings and eventual retirement income — and answering some of the most common questions we get. And in case you were wondering how much your RRSP savings today can pay off in the future, we also made a chart! Let’s get to it.

Master the 6 financial pillars every physician needs: cash flow, debt strategy, tax basics, investing, incorporation, and retirement planning. Get the foundation medical school never taught you.

Financial Literacy for Physicians: A Practical Guide | Wealthsimple

A simple, practical foundation for making confident money decisions throughout your medical career

Intro to Financial Literacy for Physicians

A question for the doctors in the house: When you think back on the hours spent studying anatomy, biochem, microbiology, pathology, epidemiology, and the rest, how much instruction did you receive on the financial aspects of becoming a physician? As healthcare specialists, you face some of the most complex personal and corporate financial decisions in Canada — yet the financial basics rarely come up, not in medical school, not in residency, and not once you start earning real income.

Learn how to grow wealth inside your medical professional corporation with tax-efficient strategies. Discover when corporate investing makes sense, optimal investment placement, and how to avoid common pitfalls that cost physicians thousands.

Corporate Investing Guide for Physicians | Wealthsimple

How to grow wealth inside your medical professional corporation (PC) — efficiently, strategically, and with confidence

Corporate Investing Guide for Physicians

For many physicians, the professional corporation (PC) serves as the jumpstart for long-term wealth creation.