Broker Check

How Saving and Investing Has Evolved for Our Clients

Does this sound like you?

  • Have you ever told yourself you're going to start saving for your future, but just never got around to it or found the time to even look into it?
  • Or, have you ever wanted to get started, but found the idea of even just getting started confusing, perhaps even intimidating?
  • Or, are you looking for another way to grow your emergency bucket, but don't know of another option to do that other than just your local bank?
  • Or, what if you're already a seasoned investor looking to further diversify your portfolio, would you want access to the latest technology that puts you at the forefront of what other smart and savvy investors are already doing?
What if you can do all of this, all while keeping things as simple as possible, overall costs low and your overall experience as favorable and positive for you?

Wealthsimple is a pioneer in the robo-advisory field.  Launched in 2014, they now account for over 75% of Canada's online advisor space and recently launched in the US and UK.

Wealthsimple prioritizes user-friendly design and paperless onboarding for clients of all ages. They've been widely covered by Canada's Business News Network, The Globe and Mail and CBC among others as the one to watch in this space. 

We recently struck an agreement with Wealthsimple in a unique partnership to offer the utmost value to you and now allows us to reach more people than ever before.  

Creating an account takes no more than 10 minutes.  That's all it takes. If interested, click an advisor link below to create your account now: 

Carolyn McClinton: 

Joyce L. Kelley:  

In summary, here is how saving and investing has evolved for our clients:

Creating an account takes no more than 10 minutes and you can have your funds invested as early as tomorrow. Plus, you'll gain fresh educational content from their library, specifically made simple to add to your overall experience and knowledge. If interested, click an advisor link below to create your account now: 

Carolyn McClinton:  

Joyce Kelley: