We’re proud to announce that we’ve just joined CETFA, AKA the Canadian ETF Association, AKA “the knowledge source for everything ETF in Canada”. We’re actually the very first robo-advisor that has joined CETFA, which makes this kind of a big deal. As we mentioned in… Read more
By taking a long term investment strategy approach, you can optimize your investments better and ultimately have more money when you want it for your golden years. Why are we talking about long-term investments? Well, you know it’s RRSP contribution season. Maybe you’ve already thought… Read more
You want to make more informed decisions this RRSP season. What if you could run some of the numbers with a financial calculator and inform yourself with a few clicks? WealthBar has created some handy tools for you to use to maximize your return and… Read more
What’s the actual rate of return on your investments? If you’ve ever scanned over a prospectus or batch of investment documents and started scratching your head trying to find out, you’re not alone. We recently published an overview covering 4 of the most common ways… Read more
“How are my investments doing?” That’s the million-dollar question for any investor. If you’ve ever opened an investment statement and struggled to understand it, you’re not alone. Numbers don’t lie, but sometimes they obscure the real story; a too-narrow focus on returns (or not understanding… Read more
It’s RRSP season again! If your RRSP savings aren’t on autopilot, you are probably thinking about contributing to your RRSP before the March 1 deadline. How much should you invest? For the 2016 tax year our RRSP limit is 18% of our 2015 gross income,… Read more
2017 continued the rally from the closing months of last year. President Trump was sworn in, released his 100 day action plan to ‘make America great again’ and started issuing executive orders. The price of oil held steady. Along with strong gains in equity markets,… Read more
From the start, WealthBar has been about friends helping friends. Having years of finance experience, WealthBar co-founders Tea & Chris learned first hand how to take care of their money. When friends asked them for advice, they knew how wealthy families invested in exclusive, diversified… Read more
We have big news! You’ve helped WealthBar hit a $100 million milestone by investing with us online. We now manage over $100 million in discretionary assets across Canada, making us a major player in the financial technology space. Woohoo! Two years ago we set… Read more
Today, we wanted to talk about ETFs, or Exchange-Traded Funds. WealthBar invests exclusively in ETF’s. We had a chat with our portfolio manager, Neville Joanes about how ETF’s work and why they are so popular. Neville, in layman’s terms, what is an ETF? As you might know,… Read more
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