Blog
Tips, guides, and news about Wealthsimple and personal finance in Canada.
Reading the Managed Investing Fee Tiers
A look at how Wealthsimple's Managed Investing fee tiers work, and why I pay attention to which tier my balance puts me in.
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Why I Check My FHSA Room Every October
The FHSA's annual limit doesn't care that I forgot about it until December. Here's the small October habit I've picked up, and what I look at.
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Why I Look at Wealthsimple Tax Plans in the Fall, Not in April
I used to think about taxes the week before the deadline. Here's how the Wealthsimple Tax plans compare on paper, and why I now look at them in the fall.
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How Wealthsimple Actually Holds the Crypto I Bought There
I'd been holding a bit of crypto on Wealthsimple for a while without really looking into how the custody side works. Here's what I found once I did, plus what staking actually pays out.
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I Got the Wealthsimple Credit Card — Here's What the 2% Actually Looks Like
I applied for the Wealthsimple Credit Card mostly for the flat 2% cash back. A few months in, here's what the fee waiver, the FX savings, and the two card tiers actually mean day to day.
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I Moved My Direct Deposit to Wealthsimple Chequing — Here's What Actually Changed
I moved my everyday banking to Wealthsimple's no-fee chequing account. Here's what the interest tiers, the prepaid card, and the fee list actually look like once you're using it daily.
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I Read a Wealthsimple Piece on Diversification and Went to Check My Own Portfolio
Wealthsimple's magazine has a good breakdown of what 'diversified' actually means. It sent me digging into my own Managed Investing account to see if mine holds up.
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What I Learned Withdrawing From an RESP for the First Time
My daughter started CEGEP this month and I had to actually withdraw from her RESP for the first time. The rules for taking money out turned out to be a lot less obvious than the rules for putting it in.
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Why I Started This Blog
A quick note on why I'm sharing my honest, ongoing experience with Wealthsimple instead of just a referral code.
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