Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3 million Canadians and holds over $80-billion in assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.

Wealthsimple

Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple...

Wealthsimple Newsroom

Wealthsimple is one of Canada’s fastest growing and most trusted money management platforms. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3 million Canadians and holds over $30-billion assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.

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Wealthsimple’s total assets climb 93% year over year 

Juanita Leon

Q2 2025 business update 

August 11, 2025 [Toronto, ON] – Wealthsimple, the financial services company on a mission to help everyone achieve financial freedom, ended the second quarter with $84 billion assets under administration, up 15.8% from the previous quarter and up 93.8% from a year ago.

From our head of government relations, Jessica Oliver

We asked you how you felt about account transfers. Here’s what you said.

Young people are facing financial headwinds generations prior did not experience, from sky high housing costs, to lower pension coverage. In this climate, investing through tax sheltered accounts has become an important and powerful tool for Canadians trying to build savings. And yet, these accounts aren’t very mobile. Today, in Canada, if you wanted to move your TFSA or FHSA from one institution to another, you would be met with a list of barriers: a confusing process, long timelines, and a hefty fee.

Toronto, ON (September 16, 2025) – Fast Company, the world’s leading voice on business innovation, has named Wealthsimple as one of the Best Workplaces for Innovators: Large companies in 2025. Wealthsimple is one of 12 companies recognized and the only Canadian company listed. The annual list is now in its seventh year, celebrating forward-thinking companies around the world that set the benchmark for building cultures where innovation thrives.

Wealthsimple named one of the Best Workplaces for Innovators by Fast Company

Toronto, ON (September 16, 2025) – Fast Company, the world’s leading voice on business innovation, has named Wealthsimple as one of the Best...

Toronto, ON (August 27, 2025) – Wealthsimple, the financial services platform on a mission to help Canadians achieve financial freedom, today announced the acquisition of Fey, an investing platform with advanced tools for traders. Founded in 2021 in Montreal, Fey has built a reputation for leveraging thoughtful design and powerful AI tools that simplify financial analysis.

Wealthsimple acquires investment research platform, Fey

Toronto, ON (August 27, 2025) – Wealthsimple, the financial services platform on a mission to help Canadians achieve financial freedom, today...

Shared with the House of Commons Standing Committee on Finance

Our submission to the 2025 Federal Pre-budget Consultation

1. The Financial Consumer Agency of Canada (FCAC) should review the rights it prescribed to Canadians transferring registered plans between banks and audit compliance with the Voluntary Commitments and Codes of Conduct Guidelines for Transfers of Registered Plans. If FCAC determines the current standard lacking adequate protection over Canadians’ savings, it should propose amendments to strengthen them. The government should also endeavour to harmonize this standard with provincial and territorial regulators so that all Canadians have the same protection for their registered plans.

At its inaugural Wealthsimple Presents, Wealthsimple launched bold new products, built to match the realities of how Canadians spend, save, and borrow. 

The End of Banking? Wealthsimple is betting on it. 

Toronto, ON (June 11, 2025) — Today at Wealthsimple Presents: The End of Banking?, Wealthsimple launched its first credit card, instant line of credit, and major expansions to the Wealthsimple chequing account.

By Tara Kennedy, VP and Head of Capital Markets

Wealthsimple launches 24/5 trading for U.S. stocks: the first in Canada

Toronto, ON (April 9, 2025) – Wealthsimple, the financial services platform on a mission to help Canadians achieve financial freedom, today announced the acquisition of Plenty, a wealth management platform for couples.

Wealthsimple acquires wealth management platform, Plenty 

Toronto, ON (April 9, 2025) – Wealthsimple, the financial services platform on a mission to help Canadians achieve financial freedom, today...

Employee savings priorities are shifting beyond retirement

Wealthsimple unveils new financial wellness report for employers

Toronto ON, (25 March 2025) — Businesses are focused more than ever on acquiring and retaining top talent, prompting HR leaders to examine how they can provide more attractive total rewards packages. In response, Wealthsimple published its first Financial Wellness Report* to help employers better understand how finances are impacting Canadians in the workplace.

Diana McLachlan has been appointed to Chief People Officer. Previously she served as VP of people operations, and VP of communications and public affairs at the company. In her new role, Diana will continue to drive employee and operational excellence for Wealthsimple.

Wealthsimple names Diana McLachlan Chief People Officer

Diana McLachlan has been appointed to Chief People Officer. Previously she served as VP of people operations, and VP of communications and public...