We've helped thousands of Canadians create a plan for over $500,000,000 of their savings.
Lower Fees = Better ResultsWealthBar's lower management fees ensure that you achieve your financial goals sooner.
A Personal Financial AdvisorStart with a no-obligation financial plan review and get advice from a real, qualified financial advisor
Smart and ConvenientOpen an account online in less than 10 minutes, then we take care of the rest. No trading or manual rebalancing required.
We want you to feel 100% comfortable, informed, and in control when it comes to your investments
How is my money invested?
Your funds will be invested in a diverse, risk-appropriate, portfolio comprised of up to 10 individual asset classes. Each portfolio is carefully optimized for volatility and performance and is monitored, rebalanced and regularly optimzied automatically for you.
How do you choose which investments are right for me?
A diversified portfolio made up of 8-10 individual asset classes will be recommended for you based on an assessment of your risk tolerance, investment objectives, and the type of account you are opening. Our portfolio manager will also personally review your choices and portfolio to ensure it is right for you.
What about "Private Investment Pools"?
In addition to ETFs, WealthBar has an exclusive arrangement with top Canadian wealth management firm Nicola Wealth, to offer their investment pools. Normally requring a minimum investment of $1M or more, they are now available to WealthBar clients with over $10,000. Learn more about investment pools.
How do I know I can trust WealthBar?
WealthBar is a registered Portfolio Manager across Canada and regulated by the securities commissions of each province. Your investments are held in trust with National Bank, a well recognized financial institution and a member of IIROC. Finally, funds in your WealthBar accounts are protected and insured up to $1M, through the Canadian Investor Protection Fund.
What happens if I change my mind?
Investments at WealthBar are not locked in or subject to any sales fees or commissions if you sell your investments. If you change your mind at any time you can simply transfer out to another broker or advisor at no cost to you.
Will I have to pay a fee if I move my investments to WealthBar?
While most other institutions do charge a transfer fee, WealthBar will gladly refund this fee for transfers of $25,000 or more. Unfortunately, we are unable to refund fees incurred by DSC charges on mutual funds. Your WealthBar advisor can help you if you're unsure about transfer fees.
What is involved in my free financial planning session?
WealthBar's financial planning tools will give you a detailed overview of your current financial situation and help you plan for your future. To help get you started, we offer a free professional review of your Plan by one of our licensed financial advisors. There is no commitment required for this service. All WealthBar clients also receive regular ongoing reviews with your advisor to help keep your Financial Plan on track.
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