Wealthsimple Black offers financial planning, tax efficiency, Priority Pass airport lounge access to investors with $100,000+ in Wealthsimple accounts

Fully redesigned wealthsimple.com makes investing even more simple, transparent and intuitive

TORONTO, Jan. 10, 2017 /CNW/ - Wealthsimple, Canada's leading online investment service, has launched a new pricing structure to better meet the needs of all investors. Wealthsimple Black provides investors with premium services, including personalized financial planning, tax-loss harvesting, tax-efficient accounts and VIP Priority Pass access to over a thousand airline lounges around the world. It is available to new and existing Wealthsimple clients with $100,000 or more invested.

"At Wealthsimple, we're constantly evolving to meet the needs of our clients, and as their savings grow we're growing with them," said Michael Katchen, founder and CEO of Wealthsimple. "Our mission is to provide the best service and financial advice to all investors, no matter how far along they are toward reaching their financial goals."

Wealthsimple Basic continues to provide investors with under $100,000 simple, smart, low-cost investing to help them meet their financial goals.

Wealthsimple Basic:

  • 0.5% management fee
  • A personalized portfolio
  • On-demand financial advice from experienced portfolio managers
  • Automatic portfolio rebalancing and dividend reinvestment
  • The first $5,000 managed for free

Wealthsimple Black:

  • All Basic features, plus:
  • 0.4% management fee
  • Priority Pass access to 1,000+ airline lounges globally for cardholder + one guest
  • Goal-based financial planning with an experienced portfolio manager
  • Tax-loss harvesting
  • Tax efficient funds

The new pricing structure is part of a complete website redesign, designed to make investing with Wealthsimple more straightforward, transparent and intuitive. Wealthsimple strives to be the simplest financial services website ever, taking the confusion out of investing to help everyone achieve their financial goals.

Wealthsimple.com won a Webby Award in 2016 for best financial services website. The new website was designed by Wealthsimple in collaboration with Doberman. Design animation is by ManVsMachine and development by Varvet. To learn more or to create a personalized investment plan within minutes, visit wealthsimple.com.

About Wealthsimple
Wealthsimple is Canada's leading online investment manager, making smart and simple investing accessible to all Canadians, with no minimum account size and low fees. Wealthsimple's on-demand financial planning services and investment advice educate clients and keep their investments on track. Founded by a team of financial experts and technology entrepreneurs, Wealthsimple is registered in every Canadian province and territory. Wealthsimple is backed by Power Financial Corporation, a publicly-traded management and holding company. To learn more, visit www.wealthsimple.com.

SOURCE Wealthsimple

For further information: Rachael Factor, rachael@wealthsimple.com, 647-802-6751


Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890