Status: Closed — this petition is no longer accepting signatures.
Final supporters
The advisor relationship will always be important in financial planning and investment management. Leveraging technology to enhance that relationship can actually cement that relationship. WealthSimple has been recruiting Financial Advisors across Canada to use their platform. With electronic on-boarding, white-labeling the product interface and a slick application - what is not to love?
The millennial consumer wants choice, and so does the millennial advisor! We have been losing clients who want to work with us but also want to use the platform. Some benefits to advisors include:
- electronic on-boarding of clients
- incorporation of advisor fees directly through the platform (you set this)
- competitive investment fund management fees for clients (.35%)
- WealthSimple takes care of KYC updates
- 100% electronic trades, no faxes!
- builds a fence around your client - slick platform, competitive fees and no paperwork.
- increase the value offering to clients by leveraging the ecosystem of tomorrow. WealthSimple recently announced a zero fee trading platform!
For advisors who do not want to go the way of the BlackBerry and would like the option of embracing technology, please sign the petition below. As a subsidiary of Power Corporation, WealthSimple joining forces with the Freedom advice channel will be an unstoppable force to be reckoned with in the wealth management space - let's let management know that we would like choice in offering our services to clients!
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Updates
September 17, 2018
The momentum is undeniable. It is clear that the future of advice must be digital.
13 Comments
F55F needs the more advanced interface to handle the transaction, so there will be more time and desire to engage in advice & counsel.
The option to offer Wealth Simple and build it into my process allows me to give my client everything available to them. It also makes sure I don't lose insurance planning due to not being able to take care of the investment options that are good for the client.
This would work well for my young family clients who are just starting to save.
I agree with Brandon and fully support his petition.
The opportunity to offer WealthSimple to my clients would be big advantage against the competition.
WealthSimple creates a win-win-win and I like those kinds of arrangements!
I can see the added value this would have for my practice.
Share Petition
Don't stop at signing, share the petition link with friends to multiply our impact
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Status: Closed — this petition is no longer accepting signatures.
Final supporters
The advisor relationship will always be important in financial planning and investment management. Leveraging technology to enhance that relationship can actually cement that relationship. WealthSimple has been recruiting Financial Advisors across Canada to use their platform. With electronic on-boarding, white-labeling the product interface and a slick application - what is not to love?
The millennial consumer wants choice, and so does the millennial advisor! We have been losing clients who want to work with us but also want to use the platform. Some benefits to advisors include:
- electronic on-boarding of clients
- incorporation of advisor fees directly through the platform (you set this)
- competitive investment fund management fees for clients (.35%)
- WealthSimple takes care of KYC updates
- 100% electronic trades, no faxes!
- builds a fence around your client - slick platform, competitive fees and no paperwork.
- increase the value offering to clients by leveraging the ecosystem of tomorrow. WealthSimple recently announced a zero fee trading platform!
For advisors who do not want to go the way of the BlackBerry and would like the option of embracing technology, please sign the petition below. As a subsidiary of Power Corporation, WealthSimple joining forces with the Freedom advice channel will be an unstoppable force to be reckoned with in the wealth management space - let's let management know that we would like choice in offering our services to clients!
Updates
September 17, 2018
The momentum is undeniable. It is clear that the future of advice must be digital.
13 Comments
Many of my client come to me about questions about Wealth Simple and being able not only to talk to them about it but offer it as a service they are already familiar with is a great way to get them as clients.
F55F needs the more advanced interface to handle the transaction, so there will be more time and desire to engage in advice & counsel.
The option to offer Wealth Simple and build it into my process allows me to give my client everything available to them. It also makes sure I don't lose insurance planning due to not being able to take care of the investment options that are good for the client.
This would work well for my young family clients who are just starting to save.
I agree with Brandon and fully support his petition.
The opportunity to offer WealthSimple to my clients would be big advantage against the competition.
WealthSimple creates a win-win-win and I like those kinds of arrangements!
I can see the added value this would have for my practice.
Share Petition
Don't stop at signing, share the petition link with friends to multiply our impact
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Many of my client come to me about questions about Wealth Simple and being able not only to talk to them about it but offer it as a service they are already familiar with is a great way to get them as clients.