Wealthsimple Private Credit just turned 1! In its first year, we surpassed $200 million in assets under management, and annual returns were 12.3%. While those results are strong, we expect the fund to show its true merit over a full market cycle. If you’re not celebrating with us already, click below to get started. https://lnkd.in/dcSWzjcD
Wealthsimple
Financial Services
Toronto, Ontario 132,192 followers
All of your investing, made simple.
About us
All of your investing, made simple. wsim.co/legal
- Website
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http://www.wealthsimple.com
External link for Wealthsimple
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2014
- Specialties
- wealth manager, financial advisor, investment manager, portfolio manager, and investment adivsor
Locations
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Primary
80 Spadina Ave
4th Floor
Toronto, Ontario M5V 2J4, CA
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160 Victoria Street
London, England, GB
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20 Jay St
Brooklyn, New York 11201, US
Employees at Wealthsimple
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David Yuan
David Yuan is an Influencer -
Amy Bohutinsky
Board Director, Investor & operator
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Diederik van Liere
CTO at Wealthsimple
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Paul Teshima
Chief Commercial Officer and UDP Managed Investing @ Wealthsimple | 3M Clients, $30B+ in assets, Report on Business Best Executive Award 2023
Updates
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Wealthsimple’s growth from a managed investment company to a full service financial platform is told through our Head of Capital Markets, Tara Kennedy and Executive Director, David Mak, CFA, CIM®, FCSI® in Securities Finance Times lastest cover story.
Investing in the Canadian market Wealthsimple’s Tara Kennedy, vice president and head of capital markets, and David Mak, CFA, CIM®, FCSI®, executive director, securities finance, TALK about the firm’s growth from a managed investing company to a full service financial platform Read the article online - https://lnkd.in/e48JJzmJ Read the full issue - https://lnkd.in/drWYijBQ
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Renewing your mortgage will never be fun, but it doesn’t have to be terrible. Here are four tips to save money (and stress) the next time your mortgage is up. https://lnkd.in/gq5spPUA
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Desktop trading at Wealthsimple just got a glow up. With upgraded features like instant money movement, real-time pricing data, and a smoother, more intuitive trading experience of over 14,000 stocks, ETFs, and options. Check it out 👇🖥️ https://lnkd.in/gEgZwC3r
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We’re ending resting rate face with low mortgage rates from Pine and exclusive monthly rebates from us. We can’t guarantee it, but you might even crack a smile. Apply now to lock in your rate without the wait. wealthsimple.com/mortgages
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For this month's Canadian Business Make it Make Sense column, Scheherazade Hasan, CIM, QAFP spills the secrets to enjoying summer while sticking to your savings goals.
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We’ve found a cure to resting rate face — low mortgage rates from Pine and exclusive monthly rebates from us. It’s that simple. Apply now to lock in your rate without the wait. wealthsimple.com/mortgages
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Did you hear about how Wealthsimple partnered with Pine to make a mortgage that can pay you back? And it can keep paying you back more and more and more and... more? People think it sounds too good to be true. Here’s how to do the math to decide if they’re right. https://lnkd.in/gfct42aT
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It can be hard to get your head around the differences between fixed- and variable-rate mortgages. Especially when you throw in the even-more-confusing third choice of adjustable-rate mortgages. But it can be even harder to know which one is right for you. We’ll help you with both problems here: https://lnkd.in/gg7T63gj
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Yes, you can buy a house without winning the Lotto 6/49. You just need to be smart — by taking advantage of tax-sheltered accounts and maybe cutting back on smoothies named after Hailey Bieber. Here’s how: https://lnkd.in/gNaT3qYX