hand, ready to show employees how to make smart
investment decisions in a 30-minute educational pre-
sentation. The topics don’t touch onWealthsimple spe-
cifically unless employees request more information.
YOUR ADVISOR IS ONLY
A TEXT AWAY
But the service isn’t completely automated. Part of the
company’s appeal is its on-demand advice, providing
clients with a dedicated advisor who can be reached
by phone if they have questions or concerns about
their portfolio. Of course, for those who avoid the tra-
ditional phone, there’s always texting, online chats or
video chats with advisors.
The focus for Wealthsimple over the next few years is
similar to their current mandate: building a transforma-
tive company that puts the client first and helps Cana-
dians achieve their best long-term financial outcomes,
Katchen explained.
“We’re servicing thousands of clients today and this
is just the beginning. We’d like to service hundreds
of thousands of clients over the next three years and
that’s what we’re gunning for … we’re growing fast
but we can continue to grow even faster.”
To learn more about investing with Wealthsimple, visit
.
ons of the industry.”
OCTOBER 2015
H
business elite canada 35
