WealthBar & Auto Invest

Claim Offer

A history of success

With ties to Nicola Wealth, a trusted private wealth firm known for high-performance investing, WealthBar leverages decades of experience.

Expert financial advice at no extra cost

Get commission-free advice, not a sales pitch. Work with one of our financial advisers to tailor your investments to your needs — not ours.

Premium* investing for every Canadian

WealthBar gives you access to exclusive investment opportunities — ones that were previously only available to the ultra-wealthy.

Why WealthBar?

Wealthbar has been great. I just opened an account on a Sunday morning in about 10 minutes. Any messages I’ve sent are answered within a business day, and I’ve had great returns. Win, win, win!

Sarah LaFerte

They are backed by Nicola Wealth which manages over 300 million dollars of assets. Their services are great. They have many portfolios to choose from, and their management fee is competitive. I have over 10% in return for Core Portfolio in the past year.

Harry Shou

Wealthbar is so easy! My investments are doing well, the costs are extremely low, and the service is great! I use the chat feature and get near instant, clear, friendly responses to my questions.

Karen Bell

What clients are saying...

Start Investing

Why WealthBar

Pricing 
Investments    
Security
 
 

Legal

Privacy Policy

 

Resources

Blog
Tools
Funds We Use
 
 

FAQ

1 Offer for new clients only. Cannot be combined with other offers.

2 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 2.2% of global balanced commissionable mutual funds (source: Morningstar). WealthBar’s management fee schedule plus average portfolio MER of 0.32% are used for comparison. This illustration is for fee comparison purposes and not a representation of actual future investment performance.

Auto Invest is a marketing partner of WealthBar. WealthBar is registered as a Portfolio Manager and responsible for investment activity relating to client accounts. WealthBar will credit Auto Invest a flat rate for each client with funded accounts that have a balance of $1,000 or greater.

Charts are for illustrative purposes and don’t represent actual performance. 

©2019 WealthBar Financial Services Inc. All rights reserved.

Make more. Pay less.
That's win-win investing.

WealthBar fees are less than half of traditional mutual fund fees. WealthBar's management fees range from 0.35-0.6%.

Let's see how $81,897.40, which is how much the average Canadian has in mutual funds, grows in a WealthBar investment compared to a mutual fund over 30 years.2

See pricing details

*To see why this is “premium” and 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.

Claim offer

 Pricing     Investments     Blog

Getting started is fast and easy. Open an account online in minutes — no paperwork, no hold music.

Follow us

Get the app

Auto Invest readers get up to $15,000 managed free for a year 
when they sign up and fund their account.1

What are you waiting for?