Posts Categorized: Announcement

The WealthBar mobile app. Invest on the go

Staying on top of your money doesn’t need to be difficult. Take control of your financial future with the new and improved WealthBar app. It’s the fastest robo-adviser mobile app available to Canadians today. The app gives in-your-pocket access to manage your investments quickly. Enjoy a super slick interface to help make sense of it… Read more

Got questions about your RRSP? Ask Me Anything on January 31

The time to top up your RRSP account has come around again. But many Canadians have questions. We’re here to help! On Wednesday, January 31, from 8 am to 1 pm we’ll be hosting an Ask Me Anything (AMA) thread on Reddit’s Personal Finance Canada. Ask away… WealthBar Financial Advisers Clayton… Read more

PPI Valet, powered by WealthBar, has officially launched across Canada.

PPI Valet powered by WealthBar launches nationwide

A little while back, we announced a big deal. We teamed up with PPI, a national insurance marketing firm. Together we developed an innovative custom investment platform designed to help advisors grow their business and enhance their relationships with clients. Today we’re letting the world know that PPI Valet, powered… Read more

Tea Nicola nominated as Startup Canada finalist

WealthBar CEO Tea Nicola a finalist for Startup Canada Award

The whole WealthBar team is super-stoked and proud of our leader, co-founder and CEO, Tea Nicola, who we have just learned is a finalist for the Startup Canada Awards. Her daily work ethic, enthusiasm, sense of humour and 3D-chess-playing strategic mind is an inspiration to us all. In addition to… Read more