Tangerine Introduces a Smarter Way to See the Big Picture of Your Wealth
New Feature Brings Canadians a Comprehensive View to
Integrated directly into the Tangerine mobile app, the new Wealth feature allows clients to bring together assets, liabilities, portfolio breakdowns, and performance trends in one comprehensive view. With a clearer financial picture, clients can better see where they stand and where they're headed — helping make it easier to move forward with confidence.
"Managing your wealth should feel effortless," said
Beyond building an intuitive wealth experience, Tangerine's proven performance is backed by a track record that speaks for itself:
- 12 of Tangerine's 13 portfolios rank within the top 25% of their peer group based on three-year average annual returns , reinforcing the strength of Tangerine's low fee, passively managed investment options*.
- Tangerine Investment Funds have been recognized for proven performance, winning three 2025 FundGrade A+® Awards for three of its socially responsible investment (SRI) portfolios.
Tangerine's evolving Wealth offering underscores its mission to deliver effortless, transparent, and meaningful wealth-building experiences for Canadians. Continuing this momentum, clients can expect more capabilities throughout the year as Tangerine accelerates toward delivering an enhanced wealth experience.
Clients can explore Tangerine's new Wealth feature in the Tangerine mobile app, available today for iOS and launching for Android devices later this month.
*A fund's expenses are made up of the management fee (including the trailing commission), operating expenses, trading costs, and fixed administration fee. The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global ETF Portfolio, and 0.55% of each Tangerine Socially Responsible Global Portfolio. The fixed administration fee is the same for all Tangerine Investment Funds and is 0.15% of each Portfolio's value.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments including ETFs. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed or insured by the
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**Tangerine has won more awards than any other brand among midsize banks in the J.D. Power Canada Retail Banking Satisfaction Studies from 2006-2025. Visit jdpower.com/awards for more information.
Tangerine Investment Funds are managed by 1832
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