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With fees that are less than 1/2 of mutual funds, more of your money stays invested. Over time, those savings could leave thousands more in your pocket.

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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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Invest $1,000 or more and get $100 fee credit.1

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We believe your investment experience shouldn't be determined by how much you have. So whether you've got $1,000 or $1 million, you get access to to professionally managed investments and financial advice. 

Investing made easy.

Open an account in minutes. No hold music. No paperwork.

Why WealthBar?

We’ll match you to the right investment.

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Stay connected to your money with our easy to use website and mobile app. 

Work with a financial adviser on your terms. Build a plan together or get specific advice - all included in your fee.

Smarter technology, smarter savings

Build better savings habits with our easy automated savings and investment app.

Advice, not a sales pitch, from a Certified Financial Planner® included. 

Advice worth listening to

Professionally selected investments

Invest in thousands of companies from around the world. Get matched to a professionally managed portfolio in minutes. Learn more

Great returns and it takes the worry out of my financial future. I KNOW I am being looked after.

– Kim W

Benzinga Best Robo-Advisor

Delivering high-quality, low-cost investments portfolios to the other 99 percent...

“The best customer service I've gotten from a financial company.”

– Robert M

– Connor P

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

Check out our great reviews on Google.

Low fees. Happy wallets.2

Featured in

Invest $1,000 or more and get a $100 fee credit.1

Investing made easy.

Open an account in minutes. No hold music. No paperwork.

Offer applied automatically.

What people are saying...

Delivering high-quality, low-cost investments portfolios to the other 99 percent...

Benzinga Best Robo-Advisor

Check out our great reviews on Google.

Great returns and it takes the worry out of my financial future. I KNOW I am being looked after.

– Kim W

– Robert M

“The best customer service I've gotten from a financial company.”

– Connor P

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

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

2The chart above assumes an initial investment of $100,000 with an ongoing deposit of $500/month. Mutual fund results assume an average cost of investing in mutual funds of 1.93%†. The WealthBar results assume WealthBar's management fee plus the 0.25% MER of our Balanced ETF portfolio. The graph assumes both have a 7% rate of return before fees and a 2% rate of inflation. This illustration is for fee comparison purposes and not a representation of actual future investment performance. 

†: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios – Strategic Insights, June 2019