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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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