WealthBar is a registered Portfolio Manager across Canada and regulated by the securities commissions of each province. You can and should confirm this by checking our registration with the Canadian Securities Administrators. Additionally, all your assets are held in trust with one of our custodians, which are all well recognized financial institutions and members of the Investment Industry Regulatory Organization of Canada (IIROC). As such, the funds in your WealthBar accounts are also protected by the Canadian Investor Protection Fund (CIPF).
Investment Industry Regulatory Organization of Canada (IIROC) Documentation
How IIROC protects investors
Making a Complaint: A Guide for Investors
Making a Compliant - A Guide for Investors.pdf
How Can I get My Money Back? A Guide for Investors
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