Are you invested the right way for the long term?
It's hard to know whether your investments are doing as much as they can. Let us use our data-driven philosophy to help.
Introducing Portfolio Review — a new service from Wealthsimple. We will evaluate your current portfolio against investment best practices — Are your fees too high? Is your portfolio tax efficient? Are you holding too much cash? Are you properly diversified?
Just submit your portfolio and we'll schedule a time to confidentially review our findings with you. It's complimentary with no commitment needed.