WealthBar Alternatives

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