Back

Wealthsimple's "For Nerds Only" Event: Investing Just Got a Whole Lot Smarter

2025-10-23

💡Smarter Investing, Simplified

Wealthsimple’s philosophy still rests on three pillars:

  • Control costs – Transparent, low-fee investing with no surprise charges.
  • Access the best investments – From ETFs and crypto to private equity and direct indexing.
  • Take calculated risks – Tools that help you understand, not just follow, the market.

🧠 Pro-Level Trading Tools

Traders and “fin-twit” fans, this one’s for you. Wealthsimple introduced a suite of pro-grade features without the traditional price tag:

  • $0 options trading – no commissions, no contract fees.
  • Crypto trading fees as low as 0.05%.
  • AI-driven research tools that track stock trends, suggest trades, and even automate your buy/sell strategy when conditions are met.
  • Secured puts and smarter order execution for confident, data-backed investing. They’re even integrating AI research assistants — imagine your portfolio having its own analyst watching the charts for you.

💸 Norbert’s Gambit, Simplified

For those trading across currencies, Wealthsimple now makes it easy to pull off Norbert’s Gambit — a move to dodge FX fees by buying a dual-listed stock in one currency and selling it in another. You’ll only pay the bid-ask spread and commission, saving potentially hundreds on foreign exchanges.

📈 Reinvented Portfolios

Wealthsimple’s Summit Portfolio and Direct Indexing features are redefining what a diversified portfolio looks like:

  • Summit Portfolio offers exposure to private equity and private growth opportunities, going beyond standard ETFs.
  • Direct Indexing lets you own individual stocks that mirror an index, unlocking powerful tax strategies like tax-loss harvesting, which can boost annual returns by about 0.5% — passively.

And yes, you still get a dedicated advisor watching your portfolio in real time.

👩‍💼 Full-Service Wealth Management

For clients looking for that white-glove experience, Wealthsimple now pairs human advisors with AI tools:

  • Instant access via text to your advisor.
  • Notifications when new opportunities arise.
  • Smart redirection of funds when markets shift.
  • Management fees remain competitive between 0.9% and 0.5%, depending on your balance.

🚀 Rocket Fuel for Retirement

Introducing the Retirement Accelerator — a strategy designed to help you grow more while paying less tax:

  • Max out your RRSP at the start of the year.
  • Minimize opportunity costs and reinvest your returns faster.
  • Prioritize financing your retirement, not your mortgage.

💰 The Shiny New Asset: GOLD

Wealthsimple’s biggest headline? The launch of GOLD — a modern way to buy and store physical gold:

  • Trade real gold 24/7, starting with as little as $1.
  • Avoid ETF management fees and middlemen.
  • Own a tangible, inflation-resistant asset directly within your Wealthsimple account.

Gold prices have doubled in the past two years — and now, they’ve made it as easy to buy as a stock or crypto token.

Wealthsimple’s new suite feels like a statement — that smart, sophisticated investing shouldn’t be limited to Bay Street or hedge funds. Whether you’re a beginner or a seasoned trader, these tools make it possible to act like a pro — with AI, automation, and accessibility leading the way.