We’re proud to announce that we’ve just joined CETFA, AKA the Canadian ETF Association, AKA “the knowledge source for everything ETF in Canada”. We’re actually the very first robo-advisor that has joined CETFA, which makes this kind of a big deal. As we mentioned in… Read more
Posts Categorized: Announcement
From the start, WealthBar has been about friends helping friends. Having years of finance experience, WealthBar co-founders Tea & Chris learned first hand how to take care of their money. When friends asked them for advice, they knew how wealthy families invested in exclusive, diversified… Read more
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… Read more
We’re pretty excited about this one. We’re now able to offer Group RRSPs to employers who want to help their employees save for retirement. (Not sure what that is? See our article on group RRSPs) Maybe it doesn’t sound that exciting. But we’re excited because… Read more
For years now, investing for Canadians hasn’t exactly been the most elegant experience. Imagine your financial advisor showing up to your home, opening a massive binder full of funds and forms that you fill out while you have your kids running around the house and… Read more
A federal budget focused on kick-starting a struggling Canadian economy was announced by Finance Minister, Bill Morneau. The Liberal government stayed true to promises to help middle-class Canadians and students by introducing new programs and improvements to existing benefits. Here’s a summary of key points and what it means for you.
[English Post Included!] Depuis plus d’un an, nous offrons aux Canadiens l’un des meilleurs services de conseils financiers au pays, et nous leur proposons la crème des opportunités d’investissements. Nous sommes ravis d’annoncer que nous offrons maintenant nos services en français!