WealthBar Goes Live Online


    Online advisor WealthBar has launched its services in all Canadian provinces. WealthBar provides online personal financial planning and manages clients’ savings using low-cost ETF portfolios. Through the website, clients can quickly set financial goals and track their progress, as well as monitor the performance of their savings. Funds are professionally invested in a broadly diversified long-term ETF portfolio designed to minimize market volatility. Clients also have a personal financial advisor to guide them, help them with their financial plan, and answer questions. WealthBar’s financial planning tool is free to use for everyone. Right now, anyone who signs up also gets a free planning session with a human financial advisor. “We understand that human touch is still important for good financial planning,” says Tea Nicola, CEO, “so we made the advisor a key part of the WealthBar experience right from the beginning.”