Author Topic: Canadians- Vanguard ETF Portfolios through a robo-advisor?  (Read 721 times)


  • Handlebar Stache
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    • Meena Kestirke Insurance
Canadians- Vanguard ETF Portfolios through a robo-advisor?
« on: June 27, 2018, 02:02:49 PM »
I have an association with WealthBar through my insurance wholesaler, PPI Solutions. They have partnered to provide some exclusive portfolios not available to the general WealthBar user. And I just learned they now have the Vanguard Portfolios with the 0.22% MER, as well.

WealthBar's fees otherwise are 0% for the first $5,000 and then 0.6% up to $150,000. So added together, it's a bit lower than Tangerine.

I think it's a good option for people who just want an automatic contribution and don't want to fiddle around with Questrade or Qtrade or other self-directed options.

If you or someone you know is interested, I need to send you an invite. Send me a PM. I just need first name, last name and email address.

I have the option to also charge a fee, but I've decided to not charge anything if you don't need/want my help with anything, or are already a client of mine paying me in some other way.

For people who actually want my support/monitoring/help etc, I'm planning to charge 0.3%. But I'm not really worried about that. You can get the invite, look things over, and think about it, without putting any money in.