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

Minimum of $1,000 to invest

WealthBar

{{ monthlyFee | _currency }} a month

  • Dedicated financial advisor
  • Comprehensive financial plan
  • Smart rebalancing

Compared to

Other Online Advisor

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Leading bank online advisor

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.

Open an account in 10 minutes. Try us out before paying a penny in fees.

What makes WealthBar different?

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

Plus: A dedicated financial advisor 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.

Read their story Read their story

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 advisor. 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 advisor

How are WealthBar's fees calculated?

It's a cumulative, annualized fee that's charged on a monthly basis. It's based on your total amount invested with WealthBar across all accounts.

First $5,000 Free!
Next $145,000 0.60% annually
Next $350,000 0.40% annually
Above $500,000 0.35% annually