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Portfolios for every need. Choose from...

ETF Portfolios

Low on fees. High on returns.

Over time, over-paying on fees can erode performance. Our cost-efficient portfolios are diversified by region and asset class. That way, the money you earn is professionally invested and shielded from dips in any one market.

ETF ReturnsRendements FNB
Source: WealthBar, Morningstar & OSC

How do we select our ETFs?

  • Tracking error minimization to mirror the index.
  • Higher trading volume ETFs selected for best pricing.
  • Priority given to funds with higher Assets Under Management.
  • All else equal, we choose the ETF with the lower share price.
  • Country of origin considered to reduce currency exchange charges.
  • Successful performance history verified.
  • Lowest MER possible.
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How do we select our ETFs?

  • Tracking error minimization to mirror the index.
  • Higher trading volume ETFs selected for best pricing.
  • Priority given to funds with higher Assets Under Management.
  • All else equal, we choose the ETF with the lower share price.
  • Country of origin considered to reduce currency exchange charges.
  • Successful performance history verified.
  • Lowest MER possible.

Private Investment Portfolios

Investments designed for performance in a volatile world.

Through our partnership with Nicola Wealth Management, investment strategies long favoured by the ultra wealthy are now available to the average investor through WealthBar. These assets aren’t as affected by the ups and downs of the market, so you’re investment is better preserved.

Private Investment Portfolio ReturnsRendements portefeuilles privé
Source: Nicola Wealth & Morningstar

About Nicola Wealth

Nicola Wealth Management is among Canada’s fastest growing private investment managers with over $5 billion in assets under management. Established in 1994, the firm provides portfolio diversification well beyond stocks and bonds, comprehensive and integrated wealth planning, and consistent and stable returns.

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About Nicola Wealth

Nicola Wealth Management is among Canada’s fastest growing private investment managers with $4.9 billion in assets under management. Established in 1994, the firm provides portfolio diversification well beyond stocks and bonds, comprehensive and integrated wealth planning, and consistent and stable returns.

Invest in a better future. Add Cleantech to any portfolio.

Smart investing is better on a cleaner, safer world. Cleantech is a socially responsible investment (SRI) add-on which aligns to our SRI investment philosophy.

Learn more

Past performance does not guarantee future results. The Balanced ETF Portfolio holds diverse ETFs from Vanguard, iShares, BMO and Horizons. The Balanced Private Investment Portfolio holds the NWM Core Portfolio Fund. WealthBar’s portfolio management fees are not part of the performance return.

Full Disclaimer

WealthBar portfolio’s performance is not guaranteed, the value can go down, up and change frequently. Past performance is not indicative of future returns. Performance is a representation of the current portfolio's holdings and weights, being rebalanced daily and denominated in Canadian dollars. WealthBar Balanced ETF Portfolio current holdings and weights can be found here. WealthBar Balanced Private Investment Portfolio current holding is the NWM Core Portfolio Fund and performance reported is that of the O Class. Management fees and expenses may be associated with a portfolio managed by WealthBar. These fees vary between clients, are based on assets managed and have excluded from the performance calculation. The Balanced Mutual Fund fees are based on a typical balanced mutual fund fee of 2.2% (Source: A Dissection of Mutual Fund Fees, Flows, and Performance by Douglas Cumming, Sofia Johan & Yelin Zhang). WealthBar Balanced ETF Portfolio fee is based on WealthBar’s portfolio management fee on $25,000 and the weighted management expense ratio of the ETF holdings in the portfolio.