Mercer Invest Wise provides restricted advice and manages your portfolio on a discretionary basis. This means that our advice is limited to certain financial instruments, specifically exchange-traded funds (ETFs) and mutual funds. We believe this is the best way to keep costs down, and to keep your portfolio simple. However, this also means that there are instances where you may want to speak to an independent financial advisor, for example about your investments outside ofMercer Invest Wise or about products we do not offer, such as insurance policies.
- Who is Mercer?
- Who is Wealthsimple?
- Is Mercer Invest Wise part of my employer retirement plan?
- What type of account options are there?
- Can I use Mercer Invest Wise if I am approaching retirement or retired?
- Will I still have access to Mercer Invest Wise if I leave my current employer?
- What are the different investment portfolios offered?
- Will contributions be taken directly from my pay?
- Can I buy stocks with my Mercer Invest Wise account?
- Is there a minimum amount I have to contribute?