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Wealthsimple Account Brief
Wealthsimple is a game-changing financial advisor that makes investing easy, transparent, and low-cost. You get a sophisticated portfolio managed for you, and unlimited support from a dedicated financial advisor. Simple and transparent, Wealthsimple's intuitive platform makes your investments simple and easy to understand. We take the guesswork out of investing, and ensure that you are on the right financial track.
Wealthsimple Recent News MentionsSee 3 more news mentions
betakit.com May. 15, 2019
Power Financial Now Claims 89 Percent Stake In Wealthsimple Following $30 Million Investment
Power Financial, a notable investor in the FinTech space and a backer of companies like Borrowell and Koho, now owns an 88.6 percent stake in Wealthsimple.
boomerandecho.com Mar. 29, 2019
How To Transfer Your RRSP To Wealthsimple
A client asked me to send step-by-step instructions on how to transfer your RRSP to Wealthsimple. He's moving his $145,000 portfolio from Primerica over to the robo-advisor platform to save on fees. My client's existing 'Asset Builder Fund' charges a management expense ratio (MER) of 2.30 percent - costing him $3,335 in fees each year. A similar portfolio at Wealthsimple is expected to cost just $957. That is comprised of a 0.40 percent management fee for a Wealthsimple Black account (a price br
betakit.com Mar. 19, 2019
Wealthsimple And H&R Block Partner, Launching Tax Refund Solution
Wealthsimple and tax prep company H&R have announced a partnership to provide Canadians with a solution to grow their tax refund.
betakit.com Mar. 13, 2019
Wealthsimple Launches Previously Announced Stock-Trading Mobile App
Wealthsimple today announced its newest product, a mobile app allowing users to buy, sell, and track stocks.
styledemocracy.com Feb. 15, 2019
Is Wealthsimple The Right Investment Service For You?
It's not as complicated as you might think.
betakit.com Jan. 29, 2019
Wealthsimple Launches Premium Service For $500K+ Clients
Toronto-based Wealthsimple, announced its launch of Wealthsimple Generation, a service specifically for clients who deposit $500,000 or more in their portfolio.
Executives and decision-makers at Wealthsimple
Nudge.ai’s relationship intelligence platform can help you find the right executive to reach out to at Wealthsimple, such as Leen Li, Chief Financial Officer, or Michael Katchen, Co-Founder & CEO. Then get in touch and start a conversation.
Leen Li Chief Financial Officer
Michael Katchen Co-Founder & CEO
Brett Huneycutt Co-Founder & COO
Giampiero De Pasquale Assistant Controller
Rudy Adler Co-Founder And Cpo/Cmo
Sharman Ordoyne Director Of Production
Robyn Ross CEO Of Shareowner &Amp; VP Operations
Rachael Factor Communications Director
Dave Nugent Cio/Cco
Jonathan Needham Senior Director, Distribution
See 5 more decision makers
Connectors at Wealthsimple
Executives can be difficult to reach, but every company has connectors who bring together people and ideas. At Wealthsimple, people like Leen Li, and Michael Katchen are likely connectors.
See who in your network has relationships at Wealthsimple With Nudge.ai you can uncover which contacts at a company your network is most strongly connected to. If you find a strong relationship, ask for an introduction!
Wealthsimple Recent Social ActivitySee 3 more Tweets
What it’s like when Verizon and Sprint fight over your face? Paul Marcarelli explains. wealthsimple.com/magazine/money…
18 hours ago
Nick didn’t set out to live a “minimalist lifestyle.” But he found happiness living with much less. wealthsimple.com/magazine/nick-…
20 hours ago
Elton Brand taught @andre how to invest long before he joined the Golden State Warriors. Now he's spreading that wisdom far and wide.
22 hours ago
Topics frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, Nudge.ai often sees topics like Toronto, and Marketing. If your conversation focuses on these topics, you’ll probably get Wealthsimple’s attention.
Companies frequently mentioned alongside Wealthsimple
When Wealthsimple is mentioned in the news, companies such as Oneeleven, Wattpad, and Mastercard are often also mentioned. These companies can serve as customer examples.
Wealthsimple employees mentioned in the news
Employees who are often in the news are usually open to starting conversations or exploring ideas. Nudge.ai's sales AI saw Leen Li, Michael Katchen, and Dave Nugent from Wealthsimple recently mentioned in the news.
blog.brainstation.io Mar. 14, 2019
Diversity In Leadership | Building A Culture For Women To Succeed
Six industry leaders give advice on promoting diversity in the tech industry and how to build a culture for women to succeed.
Leen Li Head Of Finance
betakit.com May. 15, 2019
Koho Raises $42 Million Series B Inside Round Led By Portag3 Ventures
Toronto-based FinTech startup Koho announced the close of a $42 million Series B round, led by Portag3 Ventures, with participation from Greyhound Capital.
Michael Katchen Co-Founder & CEO
findependenceday.com Apr. 1, 2019
Findependence Day – A Financial Novel By Jonathan Chevreau
The latest MoneySense ETF All-stars has just been published for 2019. Click on the highlighted text in the headline to access the full article: Best ETFs in Canada for 2019(you don’t need to subscr…
Dave Nugent CIO/CCO
itbusiness.ca Apr. 5, 2019
Developers 30 Under 30 Winners Highlights The Future Of Tech In Canada
The next generation of Canadian developers has arrived, and they are being recognized in the third annual Developer 30 under 30 list.
Evan Cloutier Software Engineer
boomerandecho.com May. 11, 2019
Weekend Reading: A Few Bad Apples Edition
We've heard arguments that misconduct only happens with 'a few bad apples', while the rest of the industry is full of good guys and gals looking out for their clients' best interests.
Wealthsimple Black Chief Experience Officer
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Who in your network can introduce you to Wealthsimple? Nudge.ai finds the best pathway to reach contacts at this company.See your relationships