Category: Robo-Advisors

Wealthsimple Robo-Advisor Update

Wealthsimple Robo-Advisor: Update to Robo-Advisor Account Opening In a previous post I explained the process of opening up a Wealthsimple account.  Robo-advisors have been a huge force in the fin-tech space, and I wanted to go through the process for two reasons: To diversify my account To gain experience in the rob0-advisor space I am…

By Jeremy August 13, 2018 0

Wealthsimple Robo-Advisor: Hands-Off Rules-Based Investing

Wealthsimple Robo-Advisor: Hands-Off Rules-Based Investing As an individual do-it-yourself investor, I have not given much thought to robo-advisors. I believe that I can invest my money in a rules-based systematic manner better and cheaper than a financial advisor service can.  However, I was looking into a robo-advisor called Wealthsimple and came to the realization that…

By Jeremy July 26, 2018 0