18 January 2018
visit http://response.ncr.com

Wealthsimple launches portfolio review service for investors

17 May 2016  |  1770 views  |  0 Source: Wealthsimple

Wealthsimple, Canada's leading online investment manager, has launched a free second opinion product for investors called Portfolio Review.

The new product will allow users to submit their investment portfolio to be reviewed by Wealthsimple's team of registered Portfolio Managers.

Submitting your portfolio takes only a few minutes, followed by a confidential review with a Portfolio Manager. There is no obligation to sign up for Wealthsimple, and you'll receive actionable, non-biased advice on how to improve your portfolio.

"We believe investing should be simple, smarter, and low-cost for all Canadians," says CEO and Founder Michael Katchen. "Our new portfolio review feature will help Canadian investors make sure their money is in the right places, using key investment principles we advise our clients to follow."

The review is an objective evaluation of your portfolio across key dimensions that impact future performance; such as diversification, fees, taxes and past investment behaviours. The methodology is based on Nobel Prize-winning academic research.

"We're able to provide you with practical advice on where your portfolio can improve, in order to help your long-term financial goals," says Portfolio Manager David Nugent.

Wealthsimple Portfolio Review is introduced alongside the implementation of new CRM2 regulations in Canada, a disclosure requirement for financial institutions to provide more clarity around investment performance and fees. 

Comments: (0)

Comment on this story (membership required)

Related company news


Related blogs

Create a blog about this story (membership required)
visit www.ebaday.comvisit www.niceactimize.comvisit www.vasco.com

Top topics

Most viewed Most shared
Europe begins Open Banking era in subdued styleEurope begins Open Banking era in subdued...
10591 views comments | 32 tweets | 36 linkedin
Crypto mining threatened by power capacity concernsCrypto mining threatened by power capacity...
10087 views comments | 17 tweets | 18 linkedin
Wells Fargo to close 900 branchesWells Fargo to close 900 branches
9666 views comments | 14 tweets | 16 linkedin
KFC introduces Bitcoin BucketKFC introduces Bitcoin Bucket
9211 views comments | 17 tweets | 16 linkedin
FinTech Scotland appoints new CEOFinTech Scotland appoints new CEO
8166 views comments | 8 tweets | 6 linkedin

Featured job

Competitive base + commission (double OTE)
London, UK

Find your next job