WealthBar

WealthBar is Canada's first and only full-service online financial advisor. They help thousands of Canadians save time and money with online personal financial planning facilitated by real financial advisors and offer professionally managed investment strategies that are a faction of the cost of traditional mutual funds while also offering better diversification

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Authors

Tea Nicola

Tea Nicola, co-founder of WealthBar, is passionate about personal finance and wants to help people understand how small changes can make a big difference. Originally a mechanical engineer, she later spent years working as a financial advisor and advisor trainer. Tea is excited about transforming the way Canadians get personal financial advice.

Chris Nicola

Chris, co-founder of WealthBar, is a software engineer and has a M.Sc in applied math. His experience with wealth management started with his first job, working in IT at his father's wealth management firm when he was 14. Many ideas that have gone into WealthBar are the result of many years spent working to modernize the business of financial advice.

Latest Articles

Market Update. Investors eye rate cuts, but markets remain lukewarm as US-China trade dispute continues

Global equity markets have rallied off their mid-August lows that were driven by US-China trade tensions.  Sentiment looks to be improving as investors speculate that the US Federal Reserve and the European Central Bank may cut interest rates in Se...

Staying on track with your retirement budget

This post was written by our friend Marie at The Boomer Club. The day after your retirement party, you’ll be looking at the amount of your retirement savings that you’ve spent decades accumulating. Many new retirees have one of two thoughts abou...

Saying your vows? Here’s what every couple should know about managing their money

Wedding season is here and as couples across the country celebrate their love with friends and family, we wanted to offer Canada’s newlyweds a gift of our own: the financial advice you’ll need to build a lifetime of happiness.  Money is one of ...

Marriage & Money: We asked Canadian couples about their approach

How do other couples manage their money? Is it normal to bicker over finances? How should you share expenses? We ran a survey to help answer all of your questions about money and marriage. When it comes to finances, most couples want to know, “Are...

By the numbers: Robo-investing turns 5 in Canada

Robo-investing in Canada has just turned five. As one of Canada’s first robo-advisers, we wanted to take this opportunity to shine a light on the industry’s growth and how we’re helping Canadians build their wealth.“Since day one, our single...