ModernAdvisor offers FREE Trial of $1000 using Their money!
ModernAdvisor helps people better manage and grow their wealth through smarter technology for a fraction of the cost of traditional financial services.
Bonus: Sign up for a Trial account and use $1000 of their money for 30 days. At the end of the trial you can keep any gains by funding your account.
Second Bonus: Get $50 by signing up and funding your account using my referral link.
- Ultra-Low-Cost Portfolios - Typically 0.5% to 0.75%
- Focus on Simplicity
Bonus: Sign up for a Trial account and use $1000 of their money for 30 days. At the end of the trial you can keep any gains by funding your account.
Second Bonus: Get $50 by signing up and funding your account using my referral link.
$10000 managed for FREE with Wealthsimple for 1 year
Wealthsimple is an online investment service that uses technology to make investing simpler, smarter and low-cost. Our mission is to help everyone achieve their financial goal by making investing:
- Simple: Investing should be easy to understand, and easy to do
- Affordable: Our management fee is only 0.4-0.5% per year
- Accessible: Everyone should have access to great investment advice and tools, whether you're investing $50 or $500,000.
- Personalized: Your portfolio is tailored for you, based on who you are and what you're saving for
Pro Tip:
I have been using Wealthsimple since January 2016. I love the graphs that show me how my money is doing and my rate of return. I definitely love the low fees! If you're not satisfied you can always withdraw your money for FREE too.
Don't Miss Out on this Great Deal!
CI Direct Investing - Gives you $100 when you Invest
CI Direct Investing is the newest addition to my Robo-Advisors portfolio. Unfortunately to qualify for the $100 bonus you need to invest at least $5000. That's a little steep for a lot of new clients. With the above Wealthsimple and Modern Advisor, the minimum investment is only $1000. CI Direct Investing's fees are also a little more than WealthSimple. 0.6% vs 0.5%.
CI Direct Investing is formerly WealthBar
CI Direct Investing is formerly WealthBar
Pro Tip: You can Add Cleantech, Socially Responsible Investing (SRI) to your portfolio.
Don't Miss Out on this Great Deal!
Full Disclosure - When you get $100 from Modern Advisor or CI Direct Investing - I get $100 for referring you. When you get $10000 managed for free from WealthSimple, I get $10000 managed for free for referring you. It's Win-Win! Once you have an open account you can participate in the referral program too!
