Invest for yourself, 
not by yourself.

Grow your money. We can help. Professionally managed investments 
with 60% fee savings.

Open an online investment account and get $10,000 managed free for 1 year.1

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A reputation for performance

With ties to Nicola Wealth Management, a trusted private wealth firm known for performance, WealthBar leverages the expertise of more than 40 years.


Advice when 
you need it

Your Financial Adviser will work with you to take control of your financial future. With financial planning included in our already low fees, you can get answers to all your questions about money.


Invest like the 
ultra-wealthy

Access to higher quality investments previously only available to the ultra-wealthy. These higher return, lower volatility portfolios have consistently returned 8%.2

Why WealthBar?

Low fees, 
happy wallets.

WealthBar fees are a third of traditional mutual fund fees. WealthBar's management fees range from 0.35-0.6%. 

Sarah LaFerte

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!

Harry Shou

They are backed by Nicola Wealth Management 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.

Karen Bell

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.

What clients are saying...

Feel good about 
your money

Let us help find the solution that’s right for you.

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Call 1-888-373-7674

info@wealthbar.com

Feel free to send us a note, but please don’t send account numbers and/or passwords.

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1 Client must deposit and maintain $10,000 for six months. Offer for new clients only. 
2 Figure based on 10 year performance of the Balance Private Portfolio which holds the NWM Core Portfolio Fund. 
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.

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

©2017 WealthBar Financial Services Inc. All rights reserved.

Offer applied automatically. Expires Dec 31, 2017

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.3

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.

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