WealthBar icon
WealthBar icon

WealthBar

Invest using professionally managed low-cost ETF portfolios and work with your own personal financial advisor all online.

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Cost / License

  • Paid
  • Proprietary

Application type

Platforms

  • Online  [https://www.wealthbar.com/](https://www.wealthbar.com/)
  • iPhone
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  •   4.5 avg rating
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What is WealthBar?

WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial advisor to develop a personal financial plan and get advice on everything from optimizing your RRSP and TFSA contributions, to minimizing taxes on your non registered savings.

The WealthBar app allows clients:

  • Communicate with your financial advisor and the WealthBar team whenever you need
  • Monitor and track your investment's performance in real time
  • View your portfolio and asset allocation
  • Review transactions on your account