Your coworkers will get free financial advice,
we'll feed the office, and you'll look awesome.

November is Financial Literacy Month.

Companies we've lunched with

To see our additional explanation on the information presented, please click here.

WealthBar Financial Services Inc. is a registered Portfolio Manager in all provinces and territories in Canada. WealthBar is also a Full Life Insurance Agent in the provinces of British Columbia and Ontario.

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

© 2019 WealthBar Financial Services Inc.
     All rights reserved.

Book a Lunch & Learn with
WealthBar 
and lunch is on us!

Want to learn more?

Meet our expert financial advisers

Tea Nicola
Co-Founder & CEO

David Dyck, CIM
Financial Planner & Portfolio Manager

Neville Joanes
Portfolio Manager & CCO

Tea Nicola is passionate about personal finance and wants to help people understand how small changes can make a big difference. Originally a mechanical engineer, she later spent years working as a financial advisor and advisor trainer. Tea is excited about transforming the way Canadians get personal financial advice.

David loves to help clients understand and achieve their goals. As a financial advisor, he works with clients across Canada to develop and review their financial plans. David also has a passion for investment management which he exercises in his role as Portfolio Manager. David is both a Certified Financial Planner® and a Chartered Investment Manager® with over 7 years of experience working with clients.

Neville oversees portfolio management and investment operations at WealthBar, ensuring that clients' portfolios meet their objectives. He is dedicated to his goal of always delivering the best investment management to our clients. Neville is also a CFA® charterholder.

Meet our expert financial advisers

Do something special for your co-workers this November by booking a personal finance lunch & learn through Wealthbar and scoring them a free lunch!

Get advice, not a pitch

There's no pitch or strings attached. Our talks are focused on how your co-workers can get more out of their money.

Empower your co-workers

Help your co-workers understand their finances better and become more financially literate.

Tailored for your office

We tailor our talks to what your staff needs, whether that's RRSPs, TFSAs, employee benefits, stock options, tax optimization, or anything in between.

Plus, free lunch is always a good thing!

Learn more now

What does a Lunch & Learn with us look like?

10 mins
 
 
20 mins
 
 
20 mins
 
 
10 mins
We show up with lunch! While we set up, everyone can grab some food. 
 
A short presentation from one of our financial pros.
 
A Q&A from your co-workers. We'll answer anything they'd like.
 
We'll pack up and say our goodbyes!