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”
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
The firm, which announced that it had surpassed $100 million in AUM in January, offers its clients private investment portfolios as well as ETFs
The robo-advisor says costs will be lower than other group plans and individual employees will have dedicated advisors
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
WealthBar Financial now offers clients a suite of pooled funds
New sign ups get free planning session
Vancouver company provides low-cost advice and lowers the barriers for smaller clients