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Premium investing without the premium price tag.

Exclusive access to premium investments previously only available to the ultra-wealthy.

Returns that out-perform the competition.

Reach your goals sooner with higher returns. See our portfolios & returns

Financial advice worth listening to.

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We focus on what matters to you.

It's easy, the returns have been great and the customer service is top notch!

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.

Your team communicates so fast and effectively. I always feel like I am getting the extra personal touch!

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1 Offer available to new clients with $1,000 or more invested. Cannot be combined with other offers. $100 applied in the form of fee reimbursement.

2This 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.

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

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Keep more of your money. With fees that are 1/3 of traditional investments, more of your money can grow by staying invested.2

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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.

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