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Robot advisors

Robot advisors are online portfolio management services that don’t require interaction between the client and the portfolio manager. The main advantages of robot advisers are that they require no investment knowledge and offer attractive transaction costs. If this is what you’re looking for, use the comparator below to choose the Canadian robot advisor that best fits your needs.

Minimum Deposit

$1,000

Portfolio

In-house funds

Pricing

0.7% / 0$ - 99,999$ 0.6% / 100,000$ - 249,999$ 0.5% / 250,000$ - 499,999$ 0.4% / 500,000$+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$0

Portfolio

ETFs

Pricing

free for the first year / $0-$5,000 0.5% / $0-$99,999 0.4% / $100,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficiency

Personalized Help

On-demand advice

Mobile App

iOS/Android

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

ETFs

Pricing

$49 / $0 - $9,999 0.5% / $10,000 - $99,999 0.4% / $100,000 - $499,999 0.35% / $500,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficiency

Personalized Help

Mutual fund fee report

Mobile App

iOS/Android

Rebalancing

Automatic

Minimum Deposit

$5,000

Portfolio

ETFs

Pricing

$120 / $0 - $24,999 0.5% / $25,000 - $499,999 0.4% / $500,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax efficient portfolios

Personalized Help

Account structuring, personal financial planning and portfolio transitioning

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

$100 / $0 - $1,999 0.7% / $2,000 - $99,999 0.6% / $100,000 - $249,999 0.5% / $250,000 - $499,999 0.4% / $500,000 - $999,999 0.35% / $1,000,000+

Tax Optimization

N/D

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Tax Optimization

Tax loss harvesting

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$0

Portfolio

ETFs

Pricing

0% / $0 - $4,999 0.6% / $5,000 - $149,999 0.4% / $150,000 - $499,999 0.35% / $500,000+

Tax Optimization

Tax efficiency ($5,000+ assets) Tax loss harvesting ($150,000+ assets)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatic ($5,000+ assets)

Tax Optimization

Tax efficiency ($5,000+ assets) Tax loss harvesting ($150,000+ assets)

Personalized Help

On-demand advice ($150,000+ assets)

Mobile App

iOS/Android

Rebalancing

Automatic ($5,000+ assets)

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

1.07%

Tax Optimization

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$25,000

Portfolio

ETFs

Pricing

0.5% / $25,000 - $150,000 + 0.30% thereafter (min 250$/year)

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

Tax-efficient portfolio Tax-Loss Harvesting

Personalized Help

Personalized portfolio management

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$10,000

Portfolio

ETFs

Pricing

0.85% - 1.04%** *Fees differ by portfolio *Fees include ETFs management fees

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

ETFs / F-class

Pricing

0.6% / $0 - $99,999 0.5% / $100,000 - $249,999 0.4% / $250,000 - $499,999 0.3% / $500,000+

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

Automatic

Minimum Deposit

$0

Portfolio

In-house funds

Pricing

0.65% - 1.78%

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

N/A

Personalized Help

N/A

Mobile App

N/A

Rebalancing

N/A

Minimum Deposit

$50 000

Portfolio

Everything

Pricing

$750 / $0 - $99,999 0.75% / $100,000 - $499,999 $3750 / $500,000+

Optimisation fiscale

Efficacité fiscale (Actifs 5,000$+) Cristallisation de perte fiscale (Actifs 150,000$+)

Personalized Help

Conseils sur demande (Actifs 150,000$+)

Mobile App

iOS/Android

Rebalancing

Automatique
(Actifs 5,000$+)

Tax Optimization

On-demand

Personalized Help

Full service

Mobile App

N/A

Rebalancing

On-demand