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Company: WealthBar Financial Services Inc.

16 results found
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 February 14, 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 February 14, 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 February 14, 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 February 14, 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 January 11, 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”

Rise of robo-advisors in mortgage business could have an impact

These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual downward turn

Rise of robo-advisors in mortgage business could have an impact

The firm, which announced that it had surpassed $100 million in AUM in January, offers its clients private investment portfolios as well as ETFs

  • By: IE Staff
  • February 22, 2017 February 22, 2017
  • 09:55