Placements / Robots-conseillers / Wealthsimple Managed Investing
Wealthsimple Managed Investing
No minimum and the most account types · #2 of 6 robo-advisors
1% transfer match, up to $20,000 — Transfer $25,000+ from another institution within 30 days of registering. Paid in 24 monthly instalments.
- Frais annuels sur 50 000 $
- 250 $
- Frais de gestion
- 0,50 %
- RFG des fonds
- Variable
- Minimum
- 0 $
0.50% (Core); 0.40% from $100,000 (Premium and Generation); as low as 0.20% at $10,000,000+
Varie selon le portefeuille
Notre verdict
Wealthsimple Managed Investing scores 70/100, #2 of the 6 robo-advisors we compare. Best for: no minimum and the most account types.
- No minimum to start
- Sept types de comptes, dont le REEE, le FERR et le CRI
- 1% transfer match on $25,000+
Ce que ça coûte
Coût annuel estimé
250 $sur un solde stable de 50 000 $ (frais de gestion seulement)| Frais de gestion 0.5% effective · 0.50% (Core); 0.40% from $100,000 (Premium and Generation); as low as 0.20% at $10,000,000+ | 250,00 $ |
|---|---|
| Coût des fonds (RFG) Varie selon le portefeuille | — |
| Coût annuel | 250,00 $ |
| 10 000 $ | 50 $ par annéeFrais de gestion de 0,5 % |
|---|---|
| 50 000 $ | 250 $ par annéeFrais de gestion de 0,5 % |
| 100 000 $ | 400 $ par annéeFrais de gestion de 0,4 % |
| 250 000 $ | 1 000 $ par annéeFrais de gestion de 0,4 % |
Avant taxes. Le coût des fonds utilise le milieu de la fourchette de RFG publiée et est prélevé sur le rendement du fonds plutôt que sur votre compte.
Offre de bienvenue
1% transfer match, up to $20,000
Transfer $25,000+ from another institution within 30 days of registering. Paid in 24 monthly instalments.
- Register for the 1% match before you transfer
- Transfer $25,000+ from another institution within 30 days
- Receive the match in 24 monthly payments
| Transfert de 10 000 $ | 0 $ |
|---|---|
| Transfert de 25 000 $ | 250 $ |
| Transfert de 50 000 $ | 500 $ |
| Transfert de 100 000 $ | 1 000 $ |
Aucune date de fin publiée. Versé chaque mois sur 24 mois. Conditions officielles
Frais et caractéristiques
| Frais de gestion | 0.50% (Core); 0.40% from $100,000 (Premium and Generation); as low as 0.20% at $10,000,000+ |
|---|---|
| RFG des fonds | Varie selon le portefeuille |
| Minimum | 0 $ |
| Rééquilibrage | Automatique, inclus |
| Portefeuilles | Portefeuilles standard et socialement responsables |
| Conversion de devises | 0.4% on conversions |
| Comptes | CELIREERCELIAPPREEEFERRCRINon enregistré |
| Transferts | Covers transfer fees on $25,000+Transfert sortant : 0 $ |
| Protection | FCPICIRO member · Wealthsimple Investments Inc. |
Points forts et points faibles
Points forts
- Aucun solde minimum
- Socially responsible and halal portfolio options
- Fee drops to 0.40% at $100,000
- 1% match on transfers of $25,000+
Points faibles
- 0.50% fee under $100,000 — double Questwealth’s
- Fund MERs not published as one figure
- Advice beyond portfolio management costs more
Wealthsimple Managed FAQ
How much does Wealthsimple Managed Investing cost?
Wealthsimple Managed Investing charges 0.50% (Core); 0.40% from $100,000 (Premium and Generation); as low as 0.20% at $10,000,000+ a year — $50 on $10,000, $250 on $50,000 and $400 on $100,000, before tax. Fund MERs (Varies by portfolio) are charged inside the ETFs.
What is the minimum to open Wealthsimple Managed Investing?
There is no minimum.
Which accounts does Wealthsimple Managed Investing offer?
TFSA, RRSP, FHSA, RESP, RRIF, LIRA, Non-registered.
What is the Wealthsimple Managed welcome offer?
1% transfer match, up to $20,000: Transfer $25,000+ from another institution within 30 days of registering. Paid in 24 monthly instalments.
Is Wealthsimple Managed safe?
Wealthsimple Investments Inc. is a CIRO member; accounts are protected by CIPF up to $1 million per account category if the firm fails. That protection does not cover market losses.
Autres options
Source : Barème officiel des frais de Wealthsimple · conditions de l’offre · Vérifié le 2 novembre 2026.
WalletReturn est indépendant. Nous pouvons toucher une commission quand vous ouvrez un compte par certains liens; cela ne change jamais nos notes ni nos chiffres. Les frais et les offres changent : confirmez-les auprès de l’institution avant d’ouvrir un compte. Il s’agit d’information générale, et non de conseils en placement. Les placements ne sont pas garantis; la protection du FCPI couvre les biens manquants des clients si une société membre fait faillite, pas les pertes de marché.