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Wealthica Welcomes Eric Lemieux

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 investor in Wealthica. Eric Lemieux, a senior executive specializing in the financial industry has developed extensive experience notably…

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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. Wealthica makes it possible for self-directed investors to automatically load one's ETF portfolio into Passiv and calculate trades needed based on the…

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Instant Portfolio Analysis – The Secret to Exceed Your Financial Goals

Have you ever wondered if your portfolio is properly diversified and protected against downside? Wealthica is excited to announce the Wealthscope Portfolio Scorecard, available on Wealthica. The scorecard is available to all Wealthica users through a monthly or annual subscription. Interestingly, while it is not difficult to find individual stock or fund reports (most brokerages provide…

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