What's WealthBar like?

You can finally take care of your investments with the help of your advisor.

Start investing online in minutes!

  • #1 We'll ask some questions about your financial picture.
  • #2 We'll recommend a portfolio based on your preferences and investment goals.
  • #3 You’re all done! We'll take it from here and open your WealthBar account!
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What does WealthBar do for you after you sign up?

We constantly monitor and rebalance your investment. Plus, you'll get yearly financial plan reviews so you can make sure you're on track!

Get all your questions answered.
Meet David, your dedicated advisor.

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Get advice from an expert

Instantly chat online or book a phone call with your adviser.

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Plan your future.

If your goals or financial picture changes, we’ll help you map out the best path forward.

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Enjoy dedicated support

Your adviser knows your story already, so you don’t waste time. We make investing easier.

See everything on your dashboard.

See your return, balance, fees paid, and more anywhere you have an internet connection.
Simple as that.

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Investing as secure as the bank.

With WealthBar, your money is insured in the same way as your bank account and your online account is protected with the highest industry standard.

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We've helped thousands of Canadians plan for their future.

How can we help you?

Free. No sales pitch, just advice