Once upon a time, people had to either pay high fees for their bank’s mutual funds, or learn how to manage their investments directly on the stock market.

Luckily for savers everywhere, services like WealthBar now make this easy as pie. WealthBar invests your savings in world-class index funds, and then does the important work of keeping your portfolio balanced, healthy, and very online.For three years I led design on the WealthBar mobile apps, working closely with their CEO and product team to shape product direction and help position them as a market leader in Canadian micro investing. Together we deployed over 40 releases that maintain ★★★★1/2 ratings on the App Store and Play Store.

Using the existing MVP design as a starting point, our team dug in to what WealthBar’s clients were asking for in an app, then went beyond that to consider what kind of features and presentation could actually help users with the core goal: build wealth.

A lot of investment apps focus on the day to day – or even hour to hour – of the stock market. Evidence shows that real wealth is much more built on the long term decisions, so we designed an app with that focus. Then, we worked across iOS and Android to bring it all to life using a loop of constant feedback and iteration.

A New Future

Following WealthBar's acquisition by CI Financial, I began collaborating directly with CI's Director of Digital Experience and lead efforts to rebrand the apps, ensuring the new design system aligned with the brand goals while remaining flexible and customizable as needed.