Partnership Offers*

At H&R Block, we are dedicated to helping you take control of your financial health. We work hard to find ways to help you invest your money smartly, understand and monitor your credit score, prepare for the future, and optimize your tax situation+. Do these scenarios sound like they could help you gain control of your financial health? Check out these great offers below to learn more!

  • Savings & investments (Wealthsimple)
  • Understanding and monitoring your credit score (Borrowell)
  • Getting a loan (Borrowell)
  • Creating your Last Will & Testament (Canadian LegalWills)

Wealthsimple

Wealthsimple is the simple, smart way to grow your money. When you open a new Wealthsimple account you’ll get up to $10,000 managed free for one year!* Get started now!

*Assets managed free for one year. Applies to new Wealthsimple clients only.

Powered by smart technology and human advice, Wealthsimple will help you:

  • Confidently reach your financial goals
  • Enjoy a personalized, diversified portfolio
  • Save more of your hard-earned cash, with low portfolio management fees.

Why invest with Wealthsimple?

  • Zero-maintenance portfolios, custom built in minutes
  • Expert advisors to help you meet your goals
  • Smarter portfolios diversified across the entire market
  • Save money with low-fee ETFs and low management fees

Borrowell 

Did you know that your credit score is an indication of your overall financial health? Borrowell is a Canadian company that has helped more than 850,000 Canadians get their free credit score and report and understand their credit profile. Borrowell can help you:

  • Improve your credit score, saving you thousands of dollars in future interest rates and charges.
  • Monitor your score and report over time to avoid fraud.
  • Benefit from personalized, money-saving financial product recommendations.
  • Apply online in just a few minutes for a customized, low-interest loan of up to $35,000** (based on approval).

How do I take advantage of these great offers?

Free credit monitoring: Click here to get started!

Low-interest personal loans: Click here to get started!

**Please note that final approval of your application for a Borrowell loan is conditional on completion of the steps set out in your application (including identity, income, and bank account verification) as well any further underwriting review deemed necessary. Additional documents may be required. Borrowell retains the right to adjust any loan options presented to you or to decline your application at any time prior to final approval.

Canadian LegalWills

Protect yourself and your loved ones by making sure that you have your Last Will and Testament in order. LegalWills.ca is Canada's #1 provider of online wills, power of attorney, and living wills, and it helps you create a legal document in as little as 15 minutes. You’ll get:

  • Step-by-step instructions, written in plain language.
  • Unlimited updates for free for one year.
  • Savings on legal fees, plus a 30-day money back guarantee.

How can I get started building my Last Will & Testament?

In our software, on the Dashboard, click Partner offers.

*Promotional rates and partner products may be provided on a fee-for-referral basis. All representations, assurances, and conditions are those of the partner and not H&R Block, Canada. Clients should consult partner websites for full details.

+Offers and partnerships are subject to restrictions based on language and/province. Please check the availability of each offer on each individual partner site.

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