Get Wealthsimple at work
Wealthsimple for Business offers group savings solutions for companies, like the one you work at. Below, you’ll find some materials and messages that you can use to convince your boss, your HR department, or even your CEO to switch to Wealthsimple for Business.
April 10, 2025
Already have your money with Wealthsimple and wish your company’s group savings plan was there too? Well, with Wealthsimple for Business, that dream could become your reality (and then you might want to start thinking about some bigger dreams). This article contains some suggested messaging and a 1-pager you are welcome to share with your HR team, your manager, or your company’s leadership (i.e. CEO, CFO, etc.).
We’ve tried to make it the least cringeworthy as possible, feel free to make it your own!
Email copy example
SUB. LINE | I have a good idea 💡 |
BODY COPY
| Hi [YOUR BOSS’ NAME], I’ve been using Wealthsimple for [X YEARS], and I just learned that they offer retirement and group savings plans, too. I’m attaching a quick fact sheet about what they offer! I’d be happy to share more about my Wealthsimple experience and how I think [YOUR COMPANY NAME] employees could be happier if we made the switch. I can also share my personal opinion of [CURRENT PLAN PROVIDER], but thought maybe I should start with the positives, right? Best, [YOUR NAME] |
Slack or Teams copy example
Hey! I just heard that Wealthsimple offers retirement and group savings plans (like the ones we have with [CURRENT PLAN PROVIDER]). I use Wealthsimple for my personal finances and I love it! Here’s a PDF with some quick facts about Wealthsimple for Business that I wanted to pass on to you! I’d be happy to share more about my Wealthsimple experience (I can also share my experience with [CURRENT PLAN PROVIDER], but hey, I’m trying to be a more positive person 🙃) |
Why switch to Wealthsimple for Business
Here’s a short overview of what we’re all about. Feel free to download and share the following document. We’re here to answer any questions, (just reach out).
Disclaimer
The Wealthsimple for Business product is offered by Wealthsimple Inc., a registered portfolio manager in each province and territory of Canada. Assets in your Wealthsimple for Business account are held in an account with Wealthsimple Inc.’s affiliated custodial broker, Wealthsimple Investments Inc. (WSII). WSII is a member of the Canadian Investment Regulatory Organization (CIRO). Customer accounts held at WSII are protected by Canadian Investor Protection Fund (CIPF) within specified limits in the event WSII becomes insolvent. A brochure describing the nature and limits of coverage is available upon request or at CIPF. Wealthsimple Inc. is not a member of CIRO nor a member of CIPF.