Business Profile
Wealthsimple provides smart investing products and dedicated financial planning and advice services to build long-term wealth, including low-fee managed investing, commission-free trading, and high-interest chequing and savings.
{"Canadian individual investors seeking low-cost, diversified investing, crypto access, and optional advisor-led wealth management","Canadian employers and HR/payroll teams seeking group savings plans (GRSP, TFSA, FHSA, etc.) for employees","Financial services brokers and consultants looking to partner with Wealthsimple for business offerings"}
Combines ETF-based, low-fee portfolios with commission-free trading, crypto access, high-interest chequing/savings, and integrated employer group savings (GRSP) solutions, plus HR-system integrations and access to advisor-led wealth management.
{"Group savings transfers typically take 4 to 6 weeks","Onboarding for business group plans occurs after electronic sign-off with subsequent member invitations"}
Courtney Lee, VP of People at Humi, says Wealthsimple’s GRSP enhanced their benefits program while reducing plan costs and management fees; employees gain access to low fees, diverse investment options, and easy plan transfers.
Wealthsimple offers a suite of personal and business financial products, including low-fee managed investing, commission-free self-directed investing, high-interest chequing and savings, crypto access, and wealth management/advisory services; plus group savings plans for employers and HR-system integrations.
Individual Canadians seeking low-cost, accessible investing and banking solutions; employers seeking group savings plans for employees; brokers/consultants partnering with Wealthsimple for business solutions
A single digital platform delivering low-cost, comprehensive financial services—from self-directed and managed investing to high-interest chequing/savings and group savings plans—backed by reputable coverage, crypto access, and employer integrations.
Integrates with major HR/payroll systems (Rippling, Dayforce, Workday, Humi, BambooHR) for group savings onboarding and administration
Group savings: employees pay less than 1% for most Wealthsimple portfolios; transfers often incur no transfer fees (Wealthsimple may cover transfer fees). Chequing: no monthly fees with up to 2.5% interest; Premium/Generation managed investing fees range from 0.4% (Premium) to 0.2%-0.4% (Generation). Self-directed investing: commission-free trading.
Based on matching: problems solved, target roles, key features, industries
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