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

What makes up an estate, common misconceptions, taxes, wills, and how to make a plan. Our advisor team covers what you need to know about estate planning.

Intro to Estate Planning | Wealthsimple

With so much focus and effort that goes into building personal wealth and setting yourself up for success later in life, it's just as important to be prepared for what comes after.

On June 18, 2024, Director of Digital Advice, Dan Tersigni, along with Lead Advisors Jennah Cornelissen and Damir Alnsour went into a broad range of topics around estate planning. Starting with what an estate is, they then discuss common misconceptions, taxes after death, and the nuances of building an estate plan. They also address viewer questions.

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Introduction to Estate Planning | Webinar | Wealthsimple Advisors

With so much focus and effort that goes into building personal wealth and setting yourself up for success later in life, it's just as important to...

Introduction to estate planning

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