You asked, we answered in our ‘Ask Us Anything’ Town Hall

WealthBar Ask Us Anything TownhallAs promised, today we proudly present our ‘Asks Us Anything’ Investor Town Hall webinar. First get an update on what the markets are doing and a sense of the forces behind those movements. Listen and learn as we answer questions about personal finance submitted by Canadians across the country. Enjoy!

Invest online with a dedicated financial advisor.

Thanks again to all of the people who submitted questions. Check out our social channels in coming weeks and see more of the answers from your friendly neighborhood robo-adviser. If you have a question that wasn’t answered here about personal finance or signing up for WealthBar, please do get in touch!

Check out our Ask Us Anything webinars on YouTube

Webinaire “Posez toutes vos questions” de WealthBar. Juillet 2017


Steve Clayman

I really don’t want to deposit any money with you without knowing if your algorithms are suitable. Is there a way to access your recommendations on a trial basis?

Jonathon Narvey

Hey Steve. We actually don’t build portfolios based off algorithms. That’s a common misperception because we’re a robo-advisor. Actually, our Portfolio Manager selects funds for the portfolio based off a methodology to meet our clients’ investment goals. Our portfolios are designed to achieve better performance with globally diversified holdings. For instance, when selecting ETFs, we would look at minimizing tracking errors, share price control, country of origin and other factors.

We don’t offer trial accounts, but you could start an application to see which portfolio we would recommend for you. Also, you could request a complimentary review of your financial plan. Does that sound good to you?


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