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Financial Insights & Advice

Stay informed with the latest articles on investing, mortgages, and wealth building

Showing 12 of 31 articles for "wealthsimple"

cryptocurrencyJuly 23, 2025

Everything You Need to Know About Wealthsimple

Wealthsimple is one of Canada's most prominent fintech platforms, redefining how Canadians save, invest, and manage their money. Since its founding in 2014, the

By Qayyum Rajan, CFA
investJuly 9, 2025

Qtrade Review (2026): Is Qtrade Direct Investing Worth It?

Qtrade is a Canadian online discount brokerage known for its low trading fees, excellent customer service, and strong research tools. While not as widely known

By Qayyum Rajan, CFA
investJuly 9, 2025

Qtrade vs Wealthsimple (2026): Which Investing Platform Is Right for You?

Choosing the right online brokerage can make a big difference in your investing journey. Two of Canada’s most popular platforms — Qtrade and Wealthsimple — offe

By Qayyum Rajan, CFA
Which Investment Platform is Right for Me? Wealthsimple or Interactive Brokers?
trading-platformsFebruary 28, 2025

Which Investment Platform is Right for Me? Wealthsimple or Interactive Brokers?

For Canadian investors looking to enter the world of online trading or seeking to switch platforms, two popular options often come into consideration: Wealthsim

By Qayyum Rajan, CFA
Which Investment Platform is Right for Me? Wealthsimple or Questrade?
trading-platformsFebruary 28, 2025

Which Investment Platform is Right for Me? Wealthsimple or Questrade?

Navigating the world of investments can be daunting, especially for beginners. With a plethora of choices in products, strategies, and brokerages, it's easy to

By Qayyum Rajan, CFA
Wealthsimple Review 2026 - Pros, Cons, Fees and promo
robo-advisorsNovember 18, 2024

Wealthsimple Review 2026 - Pros, Cons, Fees and promo

Wealthsimple review; is it really good in \? Wealthsimple was founded in 2014 by Michael Katchen, Brett Huneycutt, and Rudy Adler, and I must say, I preferred t

By Christopher Liew, CFA, CFP®
Wealthsimple Trade Plus Subscription 2026: Buy U.S Stocks and ETFs
investJuly 8, 2024

Wealthsimple Trade Plus Subscription 2026: Buy U.S Stocks and ETFs

In the past, I felt that Wealthsimple Trade fell short in one key area: its lack of a U.S. dollar account. This forced you to trade U.S. stocks or ETFs at a hig

By Christopher Liew, CFA, CFP®
Wealthsimple vs WealthBar (Now CI Direct Investing) Comparison
investJuly 8, 2024

Wealthsimple vs WealthBar (Now CI Direct Investing) Comparison

Robo-advisors are becoming increasingly popular among Canadian investors seeking low-cost and hands-off ways to invest. There are plenty of robo-advisors availa

By Christopher Liew, CFA, CFP®
Nest Wealth vs Wealthsimple 2026: Robo-Advisor Face-Off
investJuly 8, 2024

Nest Wealth vs Wealthsimple 2026: Robo-Advisor Face-Off

Wealthsimple and Nest Wealth are two of Canada’s leading robo-advisors. The companies offer more cost-effective, convenient, and unbiased advice for investment

By Christopher Liew, CFA, CFP®
Questrade vs. Wealthsimple 2026: Two Fierce Rivals
investJuly 8, 2024

Questrade vs. Wealthsimple 2026: Two Fierce Rivals

Questrade vs. Wealthsimple is a classic battle between two of Canada's most popular finance tech companies. In this comprehensive review of Questrade vs Wealths

By Christopher Liew, CFA, CFP®
Wealthsimple Canada Review 2026: Top Robo-Advisor?
investSeptember 18, 2023

Wealthsimple Canada Review 2026: Top Robo-Advisor?

If you’re shopping around for a robo-advisor in Canada, you must take a close look at Wealthsimple Invest. Wealthsimple Invest is the leading robo-advisor in Ca

By Christopher Liew, CFA, CFP®
Wealthsimple Chequing Review 2026: Features and Interest Rates
bankingApril 25, 2023

Wealthsimple Chequing Review 2026: Features and Interest Rates

Wealthsimple Cash is now Wealthsimple Chequing. In January 2020, Wealthsimple Save was rebranded and updated with many new features and became Wealthsimple Cheq

By Christopher Liew, CFA, CFP®

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