Your security is our priority.
Protecting your investments.
Funds managed by WealthBar are held with custodian members of Canadian Investor Protection Fund (CIPF). This provides limited protection for customer accounts, in case of the custodians’ insolvency for up to $1 million per account type category. That's like how your investments are protected at the bank!
WealthBar is a registered portfolio manager.
We have a fiduciary duty to put our clients' interests first and deal fairly, honestly and in good faith.
Advanced technology to secure your account.
We use advanced login, encryption, security testing and other measures to ensure the safety of your data and funds.
Protecting your personal information.
We will never share your information without your permission. We follow Canada's Personal Information Protection & Electronic Documents Act.
The WealthBar dashboard allows you to quickly and easily monitor every transaction. You get at-a-glance peace of mind so you can feel in control of your money.
We've helped thousands of Canadians plan for their future.
How can we help you?
Free. No sales pitch, just advice.
Got security questions?
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 of $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 is WealthBar's fees calculated?
The monthly fee based on a cumulative, annual percentage of how much you invest with WealthBar across all accounts. See the fee schedule.