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

How to Keep Your Financial Resolutions this Year

One of the all-time most common New Year’s Resolutions is to save more and spend less. But about 80 percent of New Year’s resolutions fail by mid-February. You’ve been there, done that. This year, you can make it happen. The key? Make a plan a...

Market Update. US and Canadian markets hit new one year highs in November

The month at a glance All WealthBar portfolios with sizable equity allocation had notable returns in November as all major US indices once again hit new record highs, and the Canadian S&P/TSX surged to a one-year high. In brief: November Market Move...

RRSP vs. TFSA: Which is right for me?

Which is better—a TFSA, or an RRSP? That’s kind of like asking, “Which is better—a t-shirt, or a sweater?” Fundamentally, they do the same thing—t-shirts and sweaters both keep you covered, Tax-Free Savings Accounts (TFSA) and Registered...

WealthBar CEO on fostering inclusivity in financial services

Every year, the Women in Wealth Management Awards celebrates the accomplishments of women who are working hard to grow and transform the wealth management industry. WealthBar is thrilled to participate. Our mission is to give all Canadians equal op...

Thoughtful giving: 6 generous gift ideas that aren’t things

If you’ve ever visited a mall in the days leading up to December 25th, you know how intense the holiday shopping season can be.  One third of all Canadians say the holiday season is more stressful now than it was five years ago—the main reasons...