Home WealthBar Financial Services Inc.

Company: WealthBar Financial Services Inc.

18 results found
hand touching digital tablet

Snap Projections will continue to operate under existing leadership

  • By: IE Staff
  • October 21, 2019 October 22, 2019
  • 11:23

The service uses WealthBar technology

  • By: IE Staff
  • September 13, 2019 October 17, 2019
  • 10:57
High angle view of businesspeople shaking hands and closing a deal

The online platform will continue to operate as a stand-alone business under its current leadership

  • By: IE Staff
  • January 23, 2019 October 17, 2019
  • 17:15
Young businessman with a red tie shouting furiously at his mobile phone

Help identify psychological traps that can hurt returns

  • By: IE Staff
  • January 23, 2019 October 17, 2019
  • 12:15

CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service

  • By: IE Staff
  • December 14, 2018 October 17, 2019
  • 09:23
Businessman hand showing financial report on table

Amendments to NI 81-102 that are likely to be adopted this year would provide advisors with an intriguing new category of products to offer clients

In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

  • By: Leah Golob
  • January 25, 2018 October 17, 2019
  • 12:23
WisdomTree introduces three equity ETFs

The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios

  • By: Leah Golob
  • October 24, 2017 October 17, 2019
  • 11:30
Mandeville, Smart Money introduce WealthPort service

PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings

The robo-advisor firm wants to ensure Canadians are dealing with well-qualified financial professionals rather than “poorly trained bank advisors”