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Save time and money with efficient, low-cost, ETF portfolios. Invest with Canada's only full-service online financial advisor.
 

How much would the average Canadian save by switching to WealthBar?

The average Canadian has $81,897.40 in a mutual fund. Let's compare fees:

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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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Mutual funds

Avg fee of 2.2%

$1,801.74/year

Avg fee of 0.84%

WealthBar ETF Portfolio

$687.94/year

See the long term difference
of having lower fees

Here’s a projection of the investment of a 40 year old saving $1,000/month with an initial investment of $150,000, assuming returns are equal.1

Start saving for your next vacation!

How can WealthBar help?

Switching is ridiculously easy

Online & Mobile Access

Save time in your day by being able to create an account, chat with your advisor, and check on your investment whenever, wherever.

Investing with WealthBar will cost you substantially less than investing with a traditional investment advisor.

Low Cost Investing

From opening an account to handling major life events, you’ll have a dedicated WealthBar advisor every step of the way.

Dedicated Financial Advisor

Source: StatsCan

1 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 2.6% for a balanced mutual fund (source). WealthBar’s management fee schedule plus average portfolio MER of 0.22% are used for comparison. This illustration is for fee comparison purposes and not a representation of actual future investment performance.

WealthBar Investment

Typical Mutual Fund

$1,113.80 a year

That's enough for
a vacation!

We've helped Canadians plan over

Young & Thrifty readers get their first $20,000 managed free for the first year!*

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