Invest {{ investment | _currency:0 }}. Pay {{ monthlyFee | _currency:0 }} a month.

WealthBar

{{ monthlyFee | _currency }} a month

which is {{ feePercentage | _percentage:2 }} annually

How is this calculated?

Compared to a Typical Bank Mutual Fund

{{ traditionalMonthlyFee | _currency }} a month

which is {{ mutualFundMER | _percentage:1 }} annually

Latte loonie quarter
What about the MER?

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%

What makes WealthBar different?

Whatever questions you have, your dedicated WealthBar adviser will help you answer it. They'll always know your story.

WealthBar Adviser illustration
Plus:
  • A dedicated financial adviser
  • Financial planning
  • A diversified portfolio

And more

  • Trading fees included
  • Insurance needs analysis
  • Corporate tax planning
  • Estate planning
  • Tax optimization
  • Investment assessment
WealthBar Adviser illustration

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

Read their story Read their story

How can we help you?

Free. No sales pitch, just advice

Didn't find your answer?

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How are these fees calculated?

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

First $150,000 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 $150 (at 0.60%).