It all started with an idea: make something people want. And even after all the ways we’ve evolved over the past ten years, that’s never changed. From saving Canadians millions in fees to one app for all your financial needs — thank you for a decade of your trust — here’s to the next ten.
Wealthsimple
Financial Services
Toronto, Ontario 138,776 followers
All of your investing, made simple.
About us
All of your investing, made simple. wsim.co/legal
- Website
-
http://www.wealthsimple.com
External link for Wealthsimple
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2014
- Specialties
- wealth manager, financial advisor, investment manager, portfolio manager, and investment adivsor
Locations
-
Primary
80 Spadina Ave
4th Floor
Toronto, Ontario M5V 2J4, CA
-
160 Victoria Street
London, England, GB
-
20 Jay St
Brooklyn, New York 11201, US
Employees at Wealthsimple
-
David Yuan
David Yuan is an Influencer -
Amy Bohutinsky
Board Director, Investor & operator
-
Diederik van Liere
CTO at Wealthsimple
-
Paul Teshima
Chief Commercial Officer and UDP Managed Investing @ Wealthsimple | 3M Clients, $50B+ in assets, Report on Business Best Executive Award 2023
Updates
-
A decade ago, our goal to become Canada’s largest financial institution seemed ambitious. Now, that vision is within reach. More from our CEO Michael Katchen at the link: https://lnkd.in/ebBYN399
-
Wealthsimple reposted this
If you wish you’d learned about finance in school, or just wish you’d paid more attention, you’re in luck. The Wealthsimple Foundation has put together a Money Master Class — a go-to resource for young people who want to learn more about money mindsets, budgeting, credit cards and more. Featuring a special appearance from our very own, very interesting, CTO, Diederik van Liere, who agreed to act boring this one time only. [Link to full playlist] https://lnkd.in/gPqrHHaB
-
Thinking about buying a home? We’ll help you think through the biggest, scariest, and most important questions that come with it. (Although you’re on your own when it comes to picking new drapes.) https://lnkd.in/dPs5x3rA
-
Jessica Oliver, Head of Government and Regulatory Relations, has been appointed to Fintechs Canada’s Board of Directors, to advocate for our clients and make financial services in Canada more accessible and affordable. Jess joins a powerhouse group of leaders from KOHO, Borrowell, nanopay Corporation and more. Full announcement here: https://lnkd.in/gvRpwdiw
-
Wealthsimple Private Credit just turned 1! In its first year, we surpassed $200 million in assets under management, and annual returns were 12.3%. While those results are strong, we expect the fund to show its true merit over a full market cycle. If you’re not celebrating with us already, click below to get started. https://lnkd.in/dcSWzjcD
-
Wealthsimple’s growth from a managed investment company to a full service financial platform is told through our Head of Capital Markets, Tara Kennedy and Executive Director, David Mak, CFA, CIM®, FCSI® in Securities Finance Times lastest cover story.
Investing in the Canadian market Wealthsimple’s Tara Kennedy, vice president and head of capital markets, and David Mak, CFA, CIM®, FCSI®, executive director, securities finance, TALK about the firm’s growth from a managed investing company to a full service financial platform Read the article online - https://lnkd.in/e48JJzmJ Read the full issue - https://lnkd.in/drWYijBQ
-
Renewing your mortgage will never be fun, but it doesn’t have to be terrible. Here are four tips to save money (and stress) the next time your mortgage is up. https://lnkd.in/gq5spPUA