Wealthsimple

2 recommendations and reviews from 2 people

• Referral from January 25, 2017
  

  Jennifer P. asked:

  Can anyone recommend a great professional financial advisor + portfolio manager in the K-W area? Thank you in advance!

  

  Dan W. replied:

  As an option, do some research on robo-advisors such as www.wealthsimple.com before committing to paying a financial advisor. It's a growing trend in the industry. Keep in mind that not all compensation that advisors receive is communicated to clients (although this is changing soon as well).

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• Referral from September 16, 2014
  

  Beth M. asked:

  Hey guys - looking for a good financial advisor... Preferably not bank based... Anyone locally have someone that is fantastic?

  

  Paul S. replied:

  WealthSimple.Com

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