From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $100B
Announcing our partnership with APOLLO Insurance
Wealthica is excited to announce our partnership with APOLLO Insurance, Canada’s leading InsurTech provider. Through APOLLO, you will have access to the best rates for your home, including coverage for: Condo Owner’s Insurance Up to...
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Wealthica to offer its users access to a completely digital mortgage experience
Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who c...
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Wealthica and Mogo’s Tactex Division Partner to Feature Unique Investment Opportunities
Wealthica, the leading Financial Data Platform has partnered with Tactex, a division of Mogo Asset Management Inc, to feature Tactex's investment strategies. Tactex has deep and proven experience in sourcing high quality investment opportunities. ...
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TFSA vs RRSP: What’s the Difference?
As a Canadian, you are probably torn between going with a TFSA and RRSP account for savings. Both are government-registered account types that allow you to save money in a tax-efficient way but they differ as to “how”. Understanding the diffe...
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Wealthica and Simon Boulet Named FinTech Leader of the Year 2021 by “Finance et Investissement”
Wealthica' the leading Financial Data Platform in Canada and Simon Boulet, have been named as FinTech Leader of the Year by Finance et Investissement, the preeminent source of information in Quebec for professionals in the financial services sector. ...
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How to Avoid Outliving your Retirement Fund
One of the things that you need to do while planning for retirement is determining how long you expect your retirement to last. True, that’s easier said than done; predicting how long you will live as a retiree is not just dreadful, but also ve...
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Wealthica Launches New Tool to Help Canadians Prepare for Tax Season, Now Aggregating $18B in Assets
Wealthica, the leading Financial Data Platform in Canada, launches a new tool to help Canadians prepare for tax season. Canadians now track over $18 billion dollars worth of assets, including stocks and bonds, real estate, cryptocurrencies and more o...
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Dividend Tracking was Never that Easy!
Dividend tracking is not a very fun activity. But it sure is necessary if you want to be certain that your investments make sense and you’re heading in the right direction. Indeed, tracking your dividends can be done through many trading p...
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Wealthica Announces SOC 2 Type II Compliance
Wealthica, the leading Financial Data Platform in Canada, announces the successful completion of the audit to obtain the System and Organization Controls (SOC) 2 Type II certification. A SOC 2 Type II certification is an audit performed by an inde...
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Free Tickets to Canadian Financial Summit
Canada's top financial experts are coming together to help you save more, invest better and worry less. The summit is designed to give you actionable advice through engaging seminars. Wealthica will be speaking at the summit to talk about our platfor...
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Here’s Something Better than the RBC Direct Investing App
The RBC Direct Investing app has delivered the luxury of monitoring your investments on the go. If you’re a short-term trader, this may be significantly beneficial, indeed. But what if your net worth isn’t tied in securities and cash held on ...
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Looking for a Zabo Alternative? The Vezgo Crypto API Has you Covered…
As you may already know, Zabo is being acquired by Coinbase and they won’t be offering their crypto API as a service anymore. Since there aren’t many great services like Zabo out there, this is quite disappointing. But I’m very glad to anno...
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Why you Don’t Need an Interactive Brokers API Documentation
Interactive Brokers is easily one of the biggest discount brokers out there. But even as a customer, you are probably diversified across many other financial institutions too. So, an Interactive Brokers API guide would hypothetically help you con...
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Early Free Access to Crypto Tracking Feature
We recently shared our secret link to add crypto institutions to your Wealthica on Reddit. You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only un...
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Connect your Wealthica
We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers. We are happy to announce 3 third-party ap...
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Introducing Wealthica V2
We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We'...
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How to buy stocks in Canada? The DIY Investing, Advisors or Robo Dilemma
Are you ready to start investing your hard earned money so your money works just as hard for you? You might be wondering how to buy stocks in Canada and where to start on your DIY Investing journey. But, do you really have to do it yourself? The...
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Wealthica vs Mint: Net Worth Trackers Compared
I was using Mint for a number of years and have been a Wealthica user for around three years. Initially, I thought that there was not much comparison between Wealthica vs Mint, but in reality they are quite different. Although they are both net wort...
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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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Eric Lemieux, former Senior Executive at Desjardins, 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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