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
In our list of best programs, we'll review some different alternatives to WealthBar. Let's see if your platform is supported by any of them.
Have you invested the right way? Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve...
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