Empower your employees with a better Group RRSP

Group RRSPs with a dedicated advisor for every employee at a fraction of the cost

What else makes WealthBar's Group RRSP special?

WealthBar Financial Services Inc. is a registered Portfolio Manager in British Columbia, Alberta, Manitoba, Saskatchewan, Ontario, Quebec, Newfoundland and Labrador, New Brunswick, Nova Scotia and PEI. WealthBar is also a Full Life Insurance Agent in the province of British Columbia.

Cash and securities held in your account are protected up to $1,000,000 CDN. Visit CIPF to learn more.

© 2016 WealthBar Financial Services Inc.
    All rights reserved.

With WealthBar's Group RRSPs,
Each and every employee gets a dedicated advisor & individual advice

They can book a call or chat with them online

Receive financial planning tailored to their goals

Get answers to all of their financial questions

If employees don't receive any support, they are much more likely to disengage. Research shows that worrying about money leads to stress and a decrease in productivity. 

When employees get the support and advice they need, it leads to higher enrollment and better participation

1 This illustration assumes a 7% rate of return before fees and a 2% rate of inflation. Mutual fund results are based on an average MER of 2.6% for a balanced mutual fund (source). WealthBar’s management fee schedule plus average portfolio MER of 0.22% are used for comparison. This illustration is for fee comparison purposes and not a representation of actual future investment performance.

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Seamless transitions

If an employee leaves the company before retirement, their WealthBar work RRSP seamlessly transitions to a WealthBar personal RRSP.

With WealthBar they can combine their personal savings to get all of their investments in one dashboard under one expert for the same low fee.

Everything on one dashboard

Retirement can be confusing & overwhelming for employees. With a WealthBar Group RRSP they'll get retirement planning with their advisor.

Retirement planning

We've helped thousands of Canadians plan and invest their money online.

What about WealthBar's other services?

A Dedicated Advisor

Financial Planning

Investment Management

Personal and confidential advice about choosing investments

Professionally designed and monitored portfolios

Automatic rebalancing

Tax loss harvesting

Cash flow planning

Retirement income planning

Retirement transition planning

Estate planning

Insurance planning

Tax planning

Book a call or chat with them online

E​mployees get answers to all of their financial questions

Advice tailored to your employee's goals

Icing on the cake? Really low fees

WealthBar fees are less than 1%, while traditionally Group RRSPs have fees from 2-3%.

less than 1%

2–3%

WealthBar Fees

Traditional Group RRSP Fees

Help your employees invest for their future. All they need is an internet connection. 

Interested? Let us know!

Leave your information so we can get in touch about how we can work together to empower your employees.

Get in touch today

Not the boss but want WealthBar Group RRSPs?

We can help!

Receive an information package

Intro call, email or letter

Get in touch today

We'll meet your team and do a free Lunch & Learn

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