The WealthBar Experience

The WealthBar Experience

Personalized Portfolios

In just a few minutes, WealthBar can recommend an investment portfolio designed to meet your unique needs and to achieve your financial goals. WealthBar can help you invest for goals throughout every stage of your life, such as:

  • Enjoying Retirement
  • Operating a Business
  • Saving for Education
  • Starting a Family
  • Buying a Home
  • Going on Vacation
The WealthBar Experience

Financial Planning

Create a Financial Plan tailored to your current situation, anticipated life events, and future goals. Our planning tools are always completely free.

Your Financial Plan will:
  • Show you how much to save for retirement
  • Help optimize your savings across multiple account types
  • Understand the impact of debt on your savings and long term goals
The WealthBar Experience

Convenient Consultations

At WealthBar, we have a team of dedicated financial experts that you can reach easily through our website, email, or phone without disrupting your day.

We will work with you to:
  • Set up a savings plan
  • Give you practical tips to help you save money more effectively
  • Answer any questions you may have about your finances, investments, or insurance

Start saving with WealthBar today

The Extra Benefits?

The WealthBar Experience

Lower Fees

For 0.35%-0.60% WealthBar does way more for less. You get a real financial advisor, modern planning tools, and a no-fuss portfolio.

Our Fees
The WealthBar Experience

Convenience

Who has the time to meet an investment advisor in person? We work around your schedule, which means you can get financial advice while in your pajamas.

The WealthBar Experience

Dedicated Advisor

Your dedicated WealthBar Advisor will always be there to steer you in the right direction and answer any questions you may have along the way.

Meet the Team
The WealthBar Experience

Independent Insurance

Your WealthBar Advisor can help you find the right amount of insurance for your needs at the best possible price.

The WealthBar Experience

Peace of Mind

Our expert management team regularly monitors, rebalances, and optimizes your portfolio so that you can relax, knowing that you are in good hands.

The WealthBar Experience

Complete Security

Our broker service is a member of the Canadian Investor Protection Fund, which insures your money for up to $1,000,000 per account type category.

More about Security

Ready to Start Investing?

Even if you're not convinced, our free trial gives you access to a financial advisor, so you can experience WealthBar before you invest a penny.