Personal Finance Insights

Introducing CI Direct Investing

Today, we’re excited to announce that WealthBar is now CI Direct Investing.

Last year, we were acquired by CI Financial—a diversified wealth management firm and one of Canada’s largest investment companies.

Trusted by Canadians since 1965, CI Financial believes that every investor deserves thoughtful advice, unique investments, exceptional security, and unparalleled service. As CI Direct Investing, our goal is to put CI Financial’s resources and experience to work for you. We offer professional, unbiased advice and a range of investment options, so that you can make the right decisions for your financial future.

New name, same great mission

While our name has changed, our mission hasn’t. Since launching in 2014, we’ve set out to offer investors an easy and affordable way to build a brighter future, whether they’re starting with $1,000, or $1 million. 

Our team remains as committed as ever to that vision. Being part of the CI Financial family means we have the resources to make that future a reality for even more Canadians. 

Under this new brand, investors will continue to have convenient online access to low-fee investment portfolios, savings, insurance, and professional financial advice at their fingertips.

And in the future, we’ll be adding even more ways for Canadians to take control of their financial future, starting with self-directed trading. 

How will this change my investing experience?

It won’t. If you’re a client, the only change you’ll notice is that we’re at a new website: and the next time you update your app (on iPhone or Android), you’ll see our new name and icon. 

Rest assured that your login information, portfolios, and fees aren’t changing. As always, your team of trusted financial advisers are available to answer your questions, so you can make smarter money moves. 

Thank you for continuing to trust us as we help you build your financial future.