Better Together. WealthBar (Now CI Direct Investing) to Become Part of CI Financial Group

December 14, 2018


Better Together. WealthBar (Now CI Direct Investing) to Become Part of CI Financial Group


Today, I am happy to announce that the WealthBar (now CI Direct Investing) team will begin an exciting new chapter as a part of the CI Financial group of companies.

I am so proud of all we have achieved over the last few years as one of Canada’s first “robo-advisors”. During this time I’ve often had to weigh the choice to remain fiercely independent against opportunities to grow faster and do more for our customers by joining forces with a strong partner. I’m happy to say that we’ve found a partner that allows us to choose both.

CI has a long history of excellence and achievement as an independent, Canadian-owned global asset manager. They are an incredible organization and we are proud to be part of it.

For WealthBar (now CI Direct Investing) the vision will always stay the same: Deliver the best financial products and advice to Canadian households in the most convenient and easy way possible. With the powerful support of CI we take yet another big step towards fulfilling that vision. 

To our partners and clients, we want to affirm to you that we will continue to provide the investing experience you know. Our investments and fees will stay the same. We are committed to improving our web and mobile experiences and have many exciting new features planned. Most importantly, we will continue to deliver the customer experience and financial advice online that we’ve become to be known for.

We would like to express our deep and heartfelt thanks to all of our investors, supporters, and of course, our clients. Thank you for believing in us and continuing to trust us to secure your financial future. You are the reason we all get up in the morning and the reason we are here today, celebrating this milestone.

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