WealthBar Financial Services, a Canadian online portfolio management and financial advisory service, has joined forces with Nicola Wealth Management, a Vancouver-based private wealth management firm, to open private management pooled to mainstream investors in Canada.
The collaboration will make pooled fund investing accessible to investors in Canada by leveraging WealthBar’s robo advisor technology and Nicola’s funds and investment strategy for high-net worth individuals.
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Commenting on the alliance, WealthBar co-founder and CEO Tea Nicola said: "We are proud to offer Nicola Wealth Management’s funds to our client base. 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 CEO John Nicola added: "We believe the online advisory model, and specifically WealthBar, presents a strong case for the modern investor. 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."
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