• Investing on Autopilot / Wealthsimple

    01
    • A robo-advisor brokerage helping you invest on autopilot
    • Invest in an intelligent portfolio of low-cost index funds
    • Diverse portfolio choices, clear pricing and access to certified financial planners
    • No account minimum, free portfolio analysis, and socially responsible investment options
    • Basic features include auto deposits and rebalancing, tax-loss harvesting, dividend reinvesting
  • Digital Financial Assistant / Trim

    02
    • Personal finance assistant communicates via text messages
    • Automates ways to save you money by analyzing accounts for recurring subscriptions
    • Cancels subscriptions, negotiate cable bills and finds better car insurance rates
    • Free basic service offering: spending analysis, recommendation, and cancellations
    • Upgraded pay-per-service offering: financial coaching, cable bill and credit card rate negotiations

Main Menu