Give your employees
a benefit that will last a lifetime.

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.

© 2016 WealthBar Financial Services Inc.
    All rights reserved.

Source: Statscan “Employer pensions and the wealth of Canadian families”
2 Source: CIRANO

Get in touch

According to StatsCan,
Canadians with employer sponsored savings have 5 and a half times the net worth than those without.1

What is WealthBar@Work?

It’s a Group Savings Plan where employees have individual investment accounts through work.

It’s also known as a Group RRSP, however WealthBar@Work also supports TFSAs and DCPPs. Since it’s directly through work, employee deposits go from their paycheque straight to their investment account, making it easier and more tax-efficient than if they invest on their own.

Families that invest with an advisor save almost 3 times more than those that don’t.2

 

That’s why each and every employee gets a WealthBar dedicated advisor.

With WealthBar employees can:

Book a call or chat with their advisor online.

Get retirement planning tailored to their goals.

Get financial advice on everything from mortgages to insurance. 

What other benefits do employees get?

All their investments are in one place.
Employees can combine their personal accounts like their TFSA or RESP with their Group Plan, getting advice on their entire financial picture.

Seamless transitions.
For any of your employees’ transitions, including retirement, their WealthBar Group Plan seamlessly transitions to a personal account.

Really low fees.
WealthBar’s fees are as low as 1%, while traditional Group Plan fees are typically as high as 2.5%. This keeps more in your employees’ accounts.

Pension-style funds with a proven track record.
With WealthBar, employees get access to Private Investment Portfolios, a high growth portfolio that’s designed to perform well in any market.

Create a happier, 
more productive
workplace.

With a dedicated advisor, employees are more likely to actually enroll in Group Plans and get the financial support they need. When employees feel their finances are taken care of, that’s a huge relief of stress. This leads to happier and more productive employees.

Plus:

Onboarding employees only takes 5 business days.

We take care of the administration work.

How does this work?

Employees select a portfolio on our website in 10 minutes.

Here’s the employee dashboard.
Employers also get a dashboard to view and track enrolled employees.

#1

#2

#3

#4

#5

They choose how much to invest.

We open their RRSP for them. 

Their deposits go straight from their paycheque to their investment, saving them taxes.

They can see their balance, returns, and more on their WealthBar dashboard.

We’ve helped thousands of Canadians plan and invest online.

Help your employees invest for their future.

Got questions?
Email group@wealthbar.com
or call 1-888-373-7674.

Interested? Let us know!

Leave your information so we can get in touch about how we can work together to empower your employees.

Get in touch today

According to StatsCan,
Canadians with employer sponsored savings have 5 and a half times the net worth than those without.1

Give your employees a benefit that will last a lifetime.

What is
WealthBar@Work?

It’s a Group Savings Plan
where employees have individual investment
accounts through work.

It’s also known as a Group RRSP, however WealthBar@Work also supports TFSAs and DCPPs. Since it’s directly through work, employee deposits go from their paycheque straight to their investment account, making it easier and more tax-efficient than if they invest on their own.

Families that invest with an advisor save almost 3 times more than those that don’t.2

 

That’s why each and every employee gets
a WealthBar dedicated advisor.

With WealthBar employees can:

Book a call or chat with their advisor online.

Get retirement planning tailored to their goals.

Get financial advice on everything from mortgages to insurance. 

What other benefits do employees get?

All their investments are
in one place.
Employees can combine their personal accounts like their TFSA or RESP with their Group Plan, getting advice on their entire financial picture.

 Seamless transitions.
For any of your employees’ transitions, including retirement, their WealthBar Group Plan seamlessly transitions to a personal account.

 Really low fees.
WealthBar’s fees are as low as 1%, while traditional Group Plan fees are typically as high as 2.5%. This keeps more in your employees’ accounts. 

Pension-style funds with a
proven track record.

With WealthBar, employees get access to Private Investment Portfolios, a high growth portfolio that’s designed to perform well in
any market.

Create a happier, more productive workplace.

With a dedicated advisor, employees are more likely to actually enroll in Group Plans and get the financial support they need. When employees feel their finances are taken care of, that’s a huge relief of stress. This leads to happier and more productive employees.

Plus:

Onboarding employees only takes 5 business days.

We take care of the administration work.

How does this work?

Here’s the employee dashboard.
Employers also get a dashboard to view and track enrolled employees.

We’ve helped thousands of Canadians plan and invest online.

 Help your employees invest for their future.

Got questions?
Email group@wealthbar.com
or call 1-888-373-7674.

Interested? Let us know!

Leave your information so we can get in touch about how we can work together to empower your employees.

Welcome HRPA Conference attendees! Find us at Booth #243 

Welcome HRPA Conference attendees! Find us at Booth #243

Fix the following errors:
Hide