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Is Dave Nugent still Chief Investment Officer of Wealthsimple?
Let me start by telling you about a pivotal event that happened at the foundation of Wealthsimple. In Canada, in order to have a license to manage discretionary money, you generally need two things: real experience in the field and an educational certification (either the CFA or a more local,
Wealthsimple's global ambitions are - to date - a flop...we have the numbers
In 2018, Wealthsimple founder Michael Katchen penned an essay saying "Canada is bad at thinking big". Wealthsimple launched in the US in January 2017. By then, US robo-advisors had been around since 2008. So it was pretty bold of Wealthsimple to try to break into that competitive market. Let's check