Wealthsimple's managed portfolios

Open a Summit portfolio (beta)

Key dates for Wealthsimple's alternative investment funds

Understanding the managed portfolio risk assessment

Update your portfolio risk level or theme

Wealthsimple's portfolio asset classes and securities

About Wealthsimple Venture Fund I

About Wealthsimple Private Credit Fund

Understanding Private Credit distributions

About Wealthsimple Private Equity Fund

Dividend reinvesting in managed accounts

Security selection for managed portfolios

Learn how the managed High-Interest Savings Portfolio works

Understanding the risk associated with private credit investing

Why don't you tell me before making changes to my portfolio?

Stocks held in the Wealthsimple Shariah World Equity Index ETF (WSHR)

Stocks held in the Wealthsimple North America Socially Responsible ETF (WSRI)

Stocks held in the Wealthsimple Developed Markets ex-NA Socially Responsible ETF (WSRD)

Check your PFIC ETF holdings for U.S. tax compliance