The Beaver the Moose and the Canada Goose all invest with WealthBar. What about you? Learn more in this exciting new episode, where our financially-stable super-team takes on the nefarious Bank Man on his home turf! Canada 150 profile update. Which type of investor are you?… Read more
Investors benefitted from another period of steady economic growth and positive stock market movement in May. This situation coincided with low volatility and extended oil production cuts. Northern tiger continues to outpace US thanks to rising housing sector Canada’s economy expanded by more than 4%… Read more
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
Putting Investors First Month (thanks, CFA Institute) also happened to be a month where many Canadians got a financial windfall in the form of a tax refund. Were you one of those lucky folks who got some money back from the CRA? Looking to invest that… Read more
Got a big fat tax refund burning a hole in your pocket? Expecting one soon? We’ve got some ideas about what you could do with that money. Save it, spend it, invest it… It’s your money, so be smart with it! Thinking about investing your… Read more
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
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
Markets saw modest gains through April. The Canadian dollar depreciated, increasing the gains of US and international equities in our portfolios. Oil prices swung widely throughout the month. US market still gaining strength The S&P 500 provided a return of 1% this month. That was… Read more
Fiduciary definition. “A person to whom property or power is entrusted for the benefit of another.” (via Dictionary.com). 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
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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