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What makes WealthBar different?
Whatever questions you have, your dedicated WealthBar adviser will help you answer it. They'll always know your story.
Insurance needs analysis Corporate tax planning
Estate planning Tax optimization
How safe is my money?
Your money is protected under the Canadian Investor Protection Fund, which insures your money in case of insolvency for up to $1,000,000 per account type. Read about how we keep your money safe in our blog post.
Will I pay a fee if I move my investment to WealthBar?
Most institutions charge a transfer fee, but we'll gladly refund this fee for transfers over $25,000 for a maximum refund $150. To get a refund, message your adviser. Unfortunately, we can't refund penalties on the early sale of mutual funds.
Does WealthBar receive commissions or hidden fees?
Never. We strongly believe in full transparency when it comes to how much you pay. We'll never take a dime in commissions.
What happens if I invest less than the $1,000 minimum?
Your account won't be invested in your portfolio until you reach $1,000. You can set up a recurring deposit that'll get you automatically invested when it reaches $1,000.
How are these fees calculated?
Here's what you can expect, based on the amount you invest across all of your WealthBar accounts.
|Next $145,000||0.60% annually|
|Next $350,000||0.40% annually|
|Above $500,000||0.35% annually|
If Sally invests $25,000, her total yearly fee would be $120:
– First $5,000 = $0
– Next $20,000 at 0.60% = $120