WealthBar
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Invest using professionally managed low-cost ETF portfolios and work with your own personal financial advisor all online.
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Features
- Portfolio Management
Tags
- Portfolio
- investment
- stock-market
- Investment Manager
- Trading
- etf
- robo-advisor
WealthBar News & Activities
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Recent activities
frankkratzer added WealthBar as alternative to ACIS Trading
WealthBar information
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WealthBar Licensing
Proprietary and Commercial product.Alternatives
7 alternatives listedSupported Languages
- English
- French
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What is WealthBar?
WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial advisor to develop a personal financial plan and get advice on everything from optimizing your RRSP and TFSA contributions, to minimizing taxes on your non registered savings.
The WealthBar app allows clients:
- Communicate with your financial advisor and the WealthBar team whenever you need
- Monitor and track your investment's performance in real time
- View your portfolio and asset allocation
- Review transactions on your account
