Bringing you live news and features since 2006 

WealthBar partners with Nicola Wealth Management

RELATED TOPICS​

WealthBar Financial Services, Canada's first full-service online portfolio management and financial advisory service, has partnered with Nicola Wealth Management, a private wealth management firm from Vancouver, BC. 

The partnership will leverage WealthBar's robo advisor technology and Nicola Wealth Management's established funds and investment strategy, which are typically reserved for high-net worth's, to make pooled fund investing accessible to everyday Canadians.

"We are proud to offer Nicola Wealth Management's funds to our client base," says Tea Nicola, co-founder and CEO of WealthBar. "This collaboration opens doors for our clients, their diverse financial needs, and gives them access to investing opportunities that were traditionally reserved for high-net worth individuals. Investors from first time millennials to retirees will see the benefit of this new service offering."

Nicola Wealth Management's core composite aligns with three core aspects of investment management – broad diversification of assets, low volatility, and cash flow. It provides access to investments such as private equity and real estate limited partnerships. These can be advantageous and play into strengthening an individual's portfolio returns even in the face of a bear market.

"Investing in this manner will result in three things that positively influence investor returns: reduced volatility, consistent cash flow, and low management fees," says Chris Nicola, co-founder and CTO of WealthBar. "We've heard consumer feedback, especially from the pre-retiree community that they are looking for funds that provide them with a strong rate of return while reducing their exposure to risk. This partnership with Nicola Wealth will do exactly that. Not only is there a proven track record of success, but our clients will also have access to their own advisors, who can help guide them through their investment strategies."

Nicola Wealth has over 20 years of historical proven returns for their investor portfolios and manages almost USD4 billion in assets. "We believe the online advisory model, and specifically WealthBar, presents a strong case for the modern investor," says John Nicola CEO of Nicola Wealth Management. "It's a smart move for both companies to work together for the greater good of our investors, and one that is only going to present more investment opportunities for the average Canadian."

Latest News

News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..
Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15 per cent increase in net..
European white label ETF platform, HANetf, has announced its total assets under management (AUM) has now exceeded USD4.31 billion...
New research from European ETF provider Tabula Investment Management shows investors are expecting improvements in ESG from the gold mining..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by