Step-by-step answers

Wealthsimple Guides

Start with the question you actually have: applying a referral, selecting an account, moving investments or understanding an offer.

Referral guide

Use the current self-serve route or understand when contacting support is necessary.

TFSA

Contribution room, investing, transfers and tax-free withdrawals explained.

RRSP

Contribution timing, processing considerations and the records to keep.

FHSA

Eligibility, deductions, qualifying withdrawals and what happens without a purchase.

Transfer

Use a direct institutional transfer and avoid accidentally creating a withdrawal.

Calculator

Estimate the contribution inputs you may want to review before filing.

Investing

What the all-equity ETF owns, its risk and when one-fund simplicity may fit.

High-net-worth

Service tier, fees and the trade-offs that matter beyond the marketing list.

Clear Next Steps