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 advisors 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?

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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 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...

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About Us


Client must deposit and maintain $1,000 for six months. 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. The mutual fund results are based on a typical balanced mutual fund fee of 2.2%. WealthBar’s management fees plus a 0.32% MER are used for comparison. This graph is to compare fees and isn’t a representation of actual future investment performance. This page contains charts that are for illustrative purposes and are not intended represent actual performance.

*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.

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

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