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 out to save Canadians from paying high fees, while not compromising on services like offering a dedicated financial advisor. To date we have saved you, the client, $1.3 million annually in fees compared to other mutual funds.
Meeting this new milestone could not have happened without you being open to trying a new platform to invest and we at WealthBar are pleased you took the leap.
“While reflecting on our journey so far, our team has come a long way from being an idea on paper,” said Nicola. “We’ve continued to grow even through challenges, and I couldn’t be more proud.”
From all of us at WealthBar, thanks!