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Everybody Loves Freebies
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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.   
  • 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

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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!
Give Me My FREEBIE!

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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

Pro Tip:  You can Add Cleantech, Socially Responsible Investing (SRI) to your portfolio.

Don't Miss Out on this Great Deal!

GIVE ME MY FREEBIE!
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!
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