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Investing July 22 2020

All posts by Phil Siarri

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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Journey Updates December 18 2019

All posts by Phil Siarri

In the 82nd episode of the Fintech Impact podcast, Jason Pereira, a well-known financial planner, university lecturer, writer, and host interviews Wealthica's co-founder and CEO Simon Boulet. We simply think this could be the best interview about Wea...

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Journey Updates August 08 2019

All posts by Phil Siarri

In May 2019, Navdeep Bains, Canada's federal Minister of Innovation, Science and Economic Development, announced a Digital Charter which enumerates 10 principles for modernizing the rules guiding digital technology in the country. https://youtu...

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Journey Updates June 27 2019

All posts by Phil Siarri

Wealthica has recently enhanced its realized gains reports, now providing Adjusted Cost Base (ACB) to its users. In this article, we’ll brush up on those key concepts, and discuss the benefits of the ACB calculation method. Realized Gains 101 ...

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Journey Updates March 19 2019

All posts by Phil Siarri

The Department of Finance Canada has launched a public consultation on the merits of open banking. Concretely, what would open banking legislation in Canada mean for Wealthica users? It could enable easier access to your data through third party apps...

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Journey Updates December 19 2018

All posts by Phil Siarri

On October 30 at the Canada Fintech Forum conference, I met with both Simon Boulet (CEO and co-founder of Wealthica) and Patrick Kuczynski, CFA (COO and co-founder of ShareAlpha, a platform for DIY investors). Last month, Patrick and his team launche...

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Journey Updates October 31 2018

All posts by Phil Siarri

I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously ...

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Journey Updates October 01 2018

All posts by Phil Siarri

I had an opportunity to sit down with Nicolas Delattre, a Montreal-based software developer and Wealthica supporter who released an unofficial mobile app using the Wealthica API (the application was authorized by the Wealthica team). He is the fi...

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Investing May 08 2018

All posts by Phil Siarri

Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada. In the last years our focus has been growing our users base exponentially by add...

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Product Status March 07 2018

All posts by Phil Siarri

On February 8, Wealthica’s partner Montreal-based startup Hardbacon launched its iPhone app, aiming to democratize investing among younger population groups. The application is compatible with a number of online brokers including BMO InvestorLine a...

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Investing January 09 2018

All posts by Phil Siarri

It’s official: Wealthica has surpassed 1 billion dollars in aggregated investments and assets. The team is delighted to have met such milestone by year end. Last month coincided with a period of robust growth as 300+ new members were added. So... h...

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