Justwealth vs Wealthsimple
Justwealth has been providing Justice to Canadian investors for over 9 years.
While Wealthsimple is a recognized name in the industry, much of their investment goes toward brand awareness. At Justwealth, our focus is different: we prioritize delivering industry-leading returns and personalized service to help you reach your financial goals.
Data as of December 31, 2024. Source: Individual Company Websites. *Note that Wealthsimple discontinued disclosing 5-year portfolio returns on their website effective mid 2024.
But there is more to Justwealth than outstanding results – we also provide excellent service, and the sophisticated, unbiased advice only an independently owned firm can provide.
**Justwealth provides a dedicated Portfolio Manager for all our clients, regardless of the size of their portfolio. Wealthsimple does not provide a dedicated Portfolio Manager for their Core clients.
“Justwealth boasts the widest selection of portfolios, a flesh-and-blood advisor to help sort out the options, reasonable fees and consistent top-tier returns.”
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Disclaimers
The information presented above was obtained from sources which we believe to be reliable, but we cannot guarantee the accuracy of the information. The information does not constitute financial, tax, legal or any other kind of advice, nor is it an offer to buy or sell any securities. Rates of return are presented in Canadian dollars, annualized, and are net of the fees indicated. For additional details on the calculation of Justwealth rates of return, please refer to the disclosure on our performance page. Past performance is not a guarantee of future returns.
This analysis is a comparison of the three portfolios by Wealthsimple to corresponding portfolios offered by Justwealth, an independent, low-cost online Canadian Portfolio Manager. The categories used in the analysis attempt to compare portfolios with similar allocations to fixed income and equity securities. The three categories and approximate asset allocations are as follows:
Moderate: 60% Fixed Income/40% Equity
Balanced: 40% Fixed Income/60% Equity
Aggressive: 20% Fixed Income/80% Equity