Company: WealthBar Financial Services Inc.

19 results found

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 October 11, 2019
  • 10:00

WealthBar Financial now offers clients a suite of pooled funds

New sign ups get free planning session

  • By: IE Staff
  • January 5, 2015 January 5, 2015
  • 09:20

Vancouver company provides low-cost advice and lowers the barriers for smaller clients

  • By: IE Staff
  • November 5, 2014 November 5, 2014
  • 10:00