From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $10B
FDATA North America Releases Report On Competition Issues Around Open Banking in Canada
On July 17, the Financial Data and Technology Association (FDATA) of North America released a paper on competition issues around customer-directed finance (often referred to as "Open Banking") and the financial data access competitive landscape in Ca...
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Banking+Investment: Effortlessly Track All Accounts In One Place
We're bringing you even more ways to effortlessly track all accounts in one place. Late last year, we quietly introduced support for banking institutions as a beta, so you could track your global wealth across all your financial accounts. This fea...
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Use the Wealthsimple API to Do More: Wealthsimple and Wealthsimple Trade Enhanced
Connecting your Wealthsimple account to Wealthica has never been easier. The Wealthsimple Trade and Wealthsimple API allow you to easily connect your account to Wealthica securely with just a few clicks. This means you no longer need to enter your cr...
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Questrade API and the App Hub – Quickly Export Transactions to Google Sheets
Questrade is the most popular Canadian online brokerage, an independent company recommended by thousands of online reviews and real users. We selected it as the Best of All Canadian Brokerages in Stockchase's Questrade vs Others comparison of all Ca...
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It’s Tax Season! Here’s how Wealthica can help
The last product update was about Wealthica being free, teaming up with Finance Montréal and Wealthscope scorecard. This month, it's all about tax season! Tax Season Tax season is coming up, and it’s important for investors to have a simple way...
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Move Over ‘Open Banking’, Say Hi to ‘Consumer-Directed Finance’
About a year ago, I reported on the Department of Finance Canada launching a public consultation on the merits of open banking. On January 31, 2020, Minister of Finance, Bill Morneau, released the findings from the first phase of the review by the A...
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Former Desjardins Senior Executive and CEO of Finance Montréal, Eric Lemieux, Joins Wealthica
MONTREAL, Jan. 29, 2020 - Wealthica the largest financial aggregator in Canada and the only aggregator specialized in Canadian investment accounts is pleased to announce that Eric Lemieux has joined the leadership team. Eric Lemieux is also an invest...
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Automated Portfolio Rebalancing Coming to Wealthica, Thanks to Passiv
We are happy to announce a partnership with Canadian Fintech Startup Passiv, to automatically calculate trades and follow a target portfolio asset allocation. Rebalance Instantly Canadian Investors can use Passiv Lite for free within Wealthica....
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How to Succeed with Canadian Couch Potato Investing
Index investing, passive investing or Couch Potato investing is meant to reduce your costs (i.e. low management fees) while beating most of the mutual funds and/or advisor-managed accounts. The strategy is no secret: you choose a few low cost index-...
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Why is Wealthica Free? Happy New Year from Wealthica
Happy New Year! 🎉 We’re happy to be starting off the year with a new product update for January. We’ve added several new add-ons to facilitate your investment management, announced a partnership with Fintech Station, and continue to imp...
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