portfolio for your needs and goals and then
we build it, we manage it and we maintain
it. You’re able to live your life without ques-
tioning, ‘Am I doing the right thing with my
money?’”
What makes the concept so appealing is
its simplicity. Users are invited to answer
six questions that assess risk tolerance
and then take an additional 10 minutes to
fill out personal details to complete the
signup process. It’s the same information
that any financial institution would require,
but made easier by the online platform.
Clients can select the type of investment
account they’d like to open, whether it’s a
TFSA, RRSP, RESP or non-registered ac-
count, among others. Funding the account
is as easy as making an online payment or
transferring over money from an existing
investment account. In keeping with the
simple, online model,Wealthsimple uses e-
signatures to validate their documents and
the process is completed.
“Our clients can basically put their invest-
ing on autopilot so they don’t have to worry
about it.They get to check their performance
on a mobile app whenever they want, and
it simplifies their lives. It’s one less thing to
“Our clients can basically put their
investing on autopilot so they don’t
have to worry about it. They get to
check their performance on a mobile
app whenever they want, and it
simplifies their lives. It’s one less thing
to worry about.”
OCTOBER 2015
H
business elite canada 31
