If you invest then you pay {{ monthlyFee | _currency }} a month.

Minimum of $1,000 to invest


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  • Dedicated financial adviser
  • Comprehensive financial plan
  • Smart rebalancing

Compared to a Typical Mutual Fund

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Bank mutual fund

Like every other investment, you pay built-in MER fees to fund companies in addition to WealthBar fees. You won't see this money deducted from your account, but we thought you should know about it.

Safety Conservative Balanced Growth Aggressive
ETF Portfolios 0.26% 0.32% 0.34% 0.33% 0.32%
Private Investment Portfolios 0.83% 1.22% 1.16%
ETF Portfolios Private Investment Portfolios
Safety 0.26% 0.83%
Conservative 0.32%
Balanced 0.34% 1.22%
Growth 0.33%
Aggressive 0.32% 1.16%

Get your first $5,000 invested for free.

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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.

Plus: A dedicated financial adviser Financial planning A diversified portfolio {{ moreFeatureShow ? 'Hide Details' : 'And more' }}
And more
Trading fees included
Insurance needs analysis
Corporate tax planning
Estate planning
Tax optimization
Investment assessment

We've helped Jean-Luc & Josyane save over $1,000 in fees this year.

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How can we help you?

Free. No sales pitch, just advice

  • 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.

Didn't find your answer? Ask an adviser

How are these fees calculated?

Here's what you can expect, based on the amount you invest across all of your WealthBar accounts.

First $5,000 Free!
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