A smarter portfolio

We help you build an intelligent portfolio of low-fee funds that are designed to meet your financial goals.


Your eggs in lots of different baskets

We invest your money across thousands of companies using Exchange Traded Funds (ETFs) that track different sectors of the global economy. This way, you bet on bigger slices of the economy while taking advantage of market diversification, without being impacted by the growth or loss of one company. In a few easy steps, we’ll determine the right mix of investments you should have based on your personal goals.

More about asset allocation


Backed by Nobel Prize-winning research

Our approach is based on Modern Portfolio Theory, introduced by the Nobel Prize-winning economist Harry Markowitz, who proved you can minimize volatility (risk) and maximize reward (money!) by diversifying your investments.

More about Modern Portfolio Theory



Socially responsible portfolio options

Now you can feel good about your investments, both morally and financially. We designed a socially-responsible portfolio that prioritizes low carbon emissions, advances cleantech innovation, and promotes sustainable growth in emerging markets.

More about SRI portfolios


Talk to an expert

Our advisers are standing by to help you meet your financial goals.



Meet our money experts

Our team of experts can help you plan any important financial milestones and answer any of your questions regarding account openings and funding. Whether you're buying a new house or planning a family, we're here to support and advise.

Need advice on other investment accounts? Take advantage of our Portfolio Review service, which is free, objective evaluation of your non-Wealthsimple financial accounts.