If the term robo-adviser conjures up images of C-3PO controlling your money, relax: we’re not robots. So, why are Canadians making the switch to a robo-adviser? We leverage technology to create a modern online experience for the benefit of our clients. “Robo-adviser” is a recent… Read more
Do you tend to follow the herd when making investment decisions? When you look at all of your investment options, from RRSP vs TFSA, stocks vs bonds, etc., do you get stuck? Focusing too much on your return while paying less attention to fees? Even… Read more
Maximize your tax refund. That’s the goal, particularly if you’re contributing to RRSPs before the fast-approaching March 1 deadline. But you have to strike the optimal balance between your planned contribution and your tax rate. (Ugh. Math. That’s complicated!) Here’s something to make it easier:… Read more
Income splitting is one way to lower how much you pay in taxes. Some high-net-worth Canadians take advantage of a prescribed-rate loan to split their investment income with a spouse, common-law partner or their children. But if you want to do this as cost-effectively as… Read more
Balanced ETF Portfolio up 12% over 1 year. Growth ETF Portfolio up 13.5% over 1 year Aggressive ETF Portfolio up 15.2% over 1 year. See more about how our portfolios performed. We’ve entered a period of higher-than-normal volatility for investors. The Dow fell 1,000 points on Thursday, but a rally may be… Read more
Notwithstanding the downs and ups of this week’s stock market, investors enjoyed the bull run of 2017. So did we – on behalf of our clients. We ran the numbers. Here’s the good news. Our Balanced ETF portfolios achieved an 11.2 percent return. That’s over one percent higher… Read more
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
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
UPDATE: Thanks to everyone for entering our Money Goal Contest! The winner has been chosen and contacted. You have a good feeling about 2018. This is the year you step up your game when it comes to investing. Now you’ve come up with a plan to reach your goals. We… Read more
Balanced ETF Portfolio up 11.2% YTD. Growth ETF Portfolio up 12.3% YTD Aggressive ETF Portfolio up 13.5% YTD. See more about how our portfolios performed. In December, we saw a flurry of all-time-high announcements on major stock exchanges. The S&P 500 had its best year since 2013, with an overall… Read more
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