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Company: WealthBar Financial Services Inc.

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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 January 25, 2018
  • 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 24, 2017
  • 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
Mandeville, Smart Money introduce WealthPort service

The robo-advisor says costs will be lower than other group plans and individual employees will have dedicated advisors

WealthBar raises $5.5 million to create new offerings

Nicola Wealth Management and Howard Atkinson have invested in the robo-advisor, which is looking to add a platform for financial advisors and financial services firms

The author, educator and ETF expert recently announced his retirement from Horizons ETFs

  • By: IE Staff
  • November 13, 2015 September 5, 2018
  • 10:00