Pricing

Save more money, pay less in fees

Calculate how much you can save in fees in one year by investing your money with WealthBar.

Included Features & Services

Free
Up to $5,000
  • A Professionally Reviewed Financial Plan
  • Online Planning Tools
  • Free TFSA starter account
0.60%
$5,000 - $150,000
  • Yearly Financial Plan Reviews
  • Online Planning Tools
  • Balanced ETF Portfolio
  • Tax Optimization
  • Automatic rebalancing
  • All trading fees included
  • Insurance needs analysis
  • Discounts on other financial services
0.40%
$150,000 - $500,000
  • Yearly Financial Plan Reviews
  • Online Planning Tools
  • Balanced ETF Portfolio
  • Tax Optimization
  • Automatic rebalancing
  • All trading fees included
  • Insurance needs analysis
  • Discounts on other financial services
  • Tax loss harvesting
  • Assessment of your current investments
0.35%
Over $500,000
  • Yearly Financial Plan Reviews
  • Online Planning Tools
  • Balanced ETF Portfolio
  • Tax Optimization
  • Automatic rebalancing
  • All trading fees included
  • Insurance needs analysis
  • Discounts on other financial services
  • Tax loss harvesting
  • Assessment of your current investments
  • Corporate tax planning
  • Estate planning

Additional Information

  • WealthBar's fee includes all transaction costs, administrative costs and financial planning. There are no commissions or hidden fees.
  • The only other fee you pay is the internal costs of ETF investment products in your portfolio. Our portfolio MERs range between 0.29% - 0.35% depending on the choice of portfolio.
  • WealthBar's portfolios use Canadian ETF's, so there are no extra currency conversion fees.
  • WealthBar's management fees are also tax-deductible for any taxable investment accounts.