Text-Overlay | CI Direct Investing

Skip to main content

INVEST
TRADE
SAVE

SEARCH DIRECT INVESTING

No Results Found

×
LOGIN
FR
GET STARTED

INVEST
TRADE
SAVE
LOGIN
FR
GET STARTED

Father working from a table with child in his lap.

CAN'T FIND THE ANSWER YOU NEED?

CHAT WITH AN AGENT

About Us
Contact Us
Articles
Help Centre
Calculators
Legal
CI Financial

CI Direct Investing

Invest
Save
Invest Pricing

Get The App

CI Direct Trading

Trade
Trade Pricing
Forms
Complaint
Best Execution Client Disclosure

Get The App

Online portfolio management services are provided by CI Direct Investing. Trading services are provided by CI Direct Trading.

CI Direct Investing, a registered business name of WealthBar Financial Services Inc. (“WealthBar”), is an online wealth management firm providing managed investment portfolios as well as personalized financial advice and planning. WealthBar is registered portfolio manager under the securities legislation in all provinces and territories in Canada. CI Direct Investing is NOT a member of the Canadian Investor Protection Fund or Canadian Investment Regulatory Organization.

CI Direct Trading, a registered business name of CI Investment Services Inc. (“CIIS”), an order-execution only discount brokerage for the self-directed investor who does not require any financial advice. CI Investment Services Inc. is a registered investment dealer under the securities legislation in all provinces and territories in Canada, and member of the Canadian Investor Protection Fund and Canadian Investment Regulatory Organization.

WealthBar and CIIS are wholly owned subsidiaries of CI Financial Corp. (“CI Financial”), an independent company offering global wealth management and asset management advisory services.

2024 CI Direct Investing and CI Direct Trading

Terms of Use
Security
Legal Notices
Privacy Notice
Accessibility
Site Map