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
For investors watching the domestic front, we saw Canadian assets remained soft in July due to a combination of higher interest rates and the strength of the Canadian dollar. There was a trend of positive economic data over the spring around jobs, GDP, retails sales,… Read more
OK, maybe they don’t like you. Maybe you got audited and the Canada Revenue Agency found something fishy. Maybe someone who actually works at the CRA (a spurned lover, arch-nemesis from high school, etc) specifically has it in for you. But can you transfer your RRSP or… Read more
If demography is destiny, then what does the future hold for the economy and investors? At a recent Wine & Wealth event hosted by WealthBar, Nicola Wealth Management CEO John Nicola discussed this very topic. We can see that the population of the world is growing… Read more
We’ve come a long way, friend. We’re proud to announce we’re launching a custom investment platform for PPI. This is the first deal of its kind in Canada between a robo-advisor and insurance advisory firm. Woohoo! We’re excited by the prospect of helping even more Canadians… Read more
We’ve recently commented on how Canadians can think about investing in an age of Trump. Canada is very much connected to the USA, so the impression of a White House struggling just to keep order is disconcerting to investors. As we said at the time: And… Read more
Summer vacation season is here, but did you save up for it? By switching to WealthBar, the average Canadian mutual fund holder could save over $1,000 a year in fees. That could be enough for a quick vacation in one of Canada’s big tourist destinations, or even an international… Read more
As 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… Read more
Your ideal investing strategy when you’re 25 just is not the same as when you’re 52. That’s because what you earn is partly a function of what you’ve already managed to acquire. In Canada, about 85% of all financial assets are in the hands of people over age… Read more
We love these kinds of opportunities to actually rub elbows with investors and market watchers, like at our recent Wine & Wealth event. The highlight of the evening was a talk on what the future holds for the markets and investors, by Nicola Wealth Management… Read more
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