Access to investing in Canada's true north

Real access to investing in Canada’s true north

The people who live in Canada’s north deserve just as much of a chance to invest in their futures as those in the south. With WealthBar, they can. Economic activity in the north, such as in the fast-growing mining and energy sectors, benefits all Canadians…. Read more

Canadians, get a second opinion about your investments

Get a second opinion on your investments

Checking your investments lately? You may have noticed the market had some ups and downs this month. Hey, it happens from time to time (See our recent article about how experienced longer-term investors know to tune out temporary hiccups in the market). Either way, it’s… Read more

Investing in the age of Trump

Canadians investing in the age of Trump

In my Year in Review update to WealthBar clients about performance, ‘Making Investing Great Again,’ I talked a bit about the Donald Trump effect on the markets. Love him or hate him, the new US chief executive (and his tweets) form part of that bigger… Read more

What is a fiduciary?

What the heck is a fiduciary?

Fiduciary definition. “A person to whom property or power is entrusted for the benefit of another.” (via In the context of the Canadian financial industry, this essentially means that the financial adviser acts in the expressed interest of their client. Fiduciary duty and the… Read more

Breaking up with your bank

Breaking up with your bank isn’t hard to do

When I started WealthBar, many financial industry leaders told me that it would be tough to get people to switch over from their bank. “Canadians are naturally apathetic,” they said. “They stay loyal to the bank where they opened a bank account when they were… Read more

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