In October of 2018 Questrade, Canada’s fastest-growing discount brokerage, changed the name of their Portfolio IQ Robo Advisor service to Questwealth Portfolios. At the same time they shocked and rocked the Canadian Robo Advisor world with the lowest fee structures for portfolios below the $400,000 range. Here’s that rock ’em sock ’em fee chart. Keep […]
WealthBar review: get treated like you’re rich, even when you’re not.
WealthBar is a unique offering in the digital investment management space in Canada. Yes, they are often called ‘Robo Advisors’ but that is not necessarily an accurate moniker and it brings up images of robots as advisors, and a lack of human contact. That’s certainly not the case. These investment companies simply use technology as […]
How the Robo Advisors will likely trump human advisors in the next market correction.
First off if the term Robo Advisor sounds like a scary ‘foreign’ concept you might want to start with this post What And Who Are The Canadian Robo Advisors? The Robo Advisor phrase was imported from the US where the Robo concept was first popularized by companies such as Betterment. If you ask the Chief […]
Nest Wealth shows you how lower fees can be life changing. And they’ve changed their fees.
Nest Wealth is one of the leading Canadian Robo Advisors. Once again keep in mind that these digital investment platforms are all quite human and simple and easy to manage, and there’s (real live and friendly human) help available by phone or web. You’ll have access to a personal portfolio manager and customer care representatives. […]
Who is the most cost-effective robo advisor in Canada?
On the Saturday morning of November 3, 2018 Questrade shocked or at least rocked the Canadian Robo Investor world with this announcement. Here’s a post from Jonathan Chevreau from the Findependence Hub, as seen on moneysense.ca. On that rainy Saturday morning Canada’s largest discount brokerage firm Questrade brightened the prospects for many Canadian investors with the […]
Justwealth. The Canadian Robo Advisor that knows when to get personal.
Justwealth is one of Canada’s leading Robo Advisors. And once again, that ‘Robo’ moniker might be more than misleading when it comes to Justwealth and all of the robo’s. There is advice and guidance and help available. And certainly, the Canadian Robo Advisors offer various levels of financial advice, services and investment offerings. It’s more […]