Refer another employer

Want to recommend Wealthsimple Work to another company?

If you’re a current Wealthsimple Work client, we would be happy for you to refer our plans to companies that might be a good fit for a GRSP. Here is an email template to help get you started:

Hi [name],

Have you heard about Wealthsimple Work?

It's a smart way to help your employees invest using a Group RRSP – we're offering it as financial wellness benefit [company name] and it's been a great success so far. It's a lot easier to set up and run on the admin side, and we've seen a lot of engagement from our employees. They really enjoy the friendly digital experience and low fees, which makes it easier to grow their retirement savings.

You can take a look for yourself at get.wealthsimple.com/work or let me know I'll connect you with our Wealthsimple rep.

Thanks,

[name]

There are more details here about our current promotional offer for Wealthsimple Work referrals.