It’s RRSP season again! If your RRSP savings aren’t on autopilot, you are probably thinking about contributing to your RRSP before the March 1 deadline. How much should you invest? For the 2016 tax year our RRSP limit is 18% of our 2015 gross income,… Read more
2017 continued the rally from the closing months of last year. President Trump was sworn in, released his 100 day action plan to ‘make America great again’ and started issuing executive orders. The price of oil held steady. Along with strong gains in equity markets,… Read more
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
Today, we wanted to talk about ETFs, or Exchange-Traded Funds. WealthBar invests exclusively in ETF’s. We had a chat with our portfolio manager, Neville Joanes about how ETF’s work and why they are so popular. Neville, in layman’s terms, what is an ETF? As you might know,… Read more
Each month I bring you a roundup of all the most important market news that impacts your investments in my Market Updates. Looking back on all the news from 2016, it’s plain to see that the biggest events that shaped the market were a major… Read more
On Christmas Eve, Santa goes through hell and high water to deliver gifts to the children of the world and then heads back to the North Pole to prepare for the next year. What the kids don’t know is that Santa often brings the magic… Read more
We kicked off the month with a lot of market uncertainty. This was quickly turned around as Donald Trump won the US election and OPEC agreed to cut oil production. Equity markets rose (S&P500 +3.7%, S&P/TSX Composite 2.2% & Nikkei +5.1%) and volatility subsided (VIX… Read more
While researching how Canadians save for Financial Literacy Month, I came across a mythical year that all statistics reference: 1982. It was the year Argentina invaded the Falkland Islands, Canada gained constitutional independence from the Queen of England, Adobe Systems was born–bringing Photoshop to the… Read more
Nobody wants to be on a budget, but the reality is we have a finite amount of resources–a.k.a. money–and infinite ways to use it. Budgeting is a way to keep your daily expenditures in check, so when you come to a financial bridge you’d like… Read more
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