Even seasoned investors can make rookie mistakes

Even seasoned investors can make rookie mistakes

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

Hack your tax. Get a better tax refund

Hack your tax. Get a bigger tax refund

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

Good news. We outperformed the most popular mutual fund in Canada

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

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

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