Market Update: Big US Market Returns in August
August was another positive month for US, Canadian, and global equity markets. The US S&P 500 and NASDAQ indices each hit new record highs in August. For the fifth...
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...
COVID-19: Your Money Questions Answered
The spreading coronavirus has changed our daily lives as we know them. Grocery runs are meticulously planned events. We host family dinners on video calls. Those fortunate enough...
COVID-19 & Your Finances: What Canada’s Economic Relief Means for You
COVID-19 is having a significant and sudden impact on our economy, leaving many Canadians unable to work or struggling with lost income. In response, the government has enacted...
Fostering Inclusivity in Financial Services
Every year, the Women in Wealth Management Awards celebrates the accomplishments of women who are working hard to grow and transform the wealth management industry. CI Direct Investing...
Open an RESP, we’ll plant a tree
With the kids back in school, it’s a great time to think about your child’s lifelong learning journey. This year, you have one more reason to start investing...
Get a Better Understanding of Account Performance with Newly Enhanced Charts
At CI Direct Investing, we’re committed to making your investments easy to understand. That’s why, when we recently enhanced our performance chart to show contributions as well as...
Leading the Way at the 2019 Wealth Professional Awards
We’re proud to announce that two of our senior leaders have been selected as finalists for the 5th annual Wealth Professional Awards being held in Toronto on May...
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...
Co-Founder Chris Nicola Takes Home the Win
“This week, the WealthBar (now CI Direct Investing) Co-Founder and COO, at age 39 was recognized in Business in Vancouver’s Forty Under 40 awards in their Dec. 4...
For the Women in Wealth Management
We’re excited to be invited to the Women in Wealth Management event happening soon. Our CEO and Co-Founder Tea Nicola is a finalist for Female Executive of the Year...
Thinking Responsibly About Socially Responsible Investing
“Do the right thing.” That’s the new corporate motto for Alphabet, Google’s parent company, putting a more proactive spin on Google’s “Don’t Be Evil." But what does the new motto mean, exactly? That...
CI Direct Investing Mobile App. Invest on the Go
Staying on top of your money doesn’t need to be difficult. Take control of your financial future with the new and improved CI Direct Investing app (on iPhone and Android). It’s the...
Marijuana Investing. The Straight Dope
Is all the buzz around marijuana investing deserved? How did the value of marijuana stocks get so high in the first place? Why are they currently on a bit of...
PPI Valet Powered by CI Direct Investing Launches Nationwide
A little while back, we announced a big deal. We teamed up with PPI, a national insurance marketing firm. Together we developed an innovative custom investment platform designed to help...
A Conversation About Retirement Income Planning and Being Realistic About Goals
How can you make that abrupt shift from saving to retirement spending? What can you do to make sure the CRA isn’t your biggest beneficiary? Do Canadians in...
Green Investing Goes Online with our New Cleantech Option
Now investors don’t have to choose between doing what’s right for the environment and what’s right for their portfolio. Our new Cleantech add-on lets investors focus 5% of...
Tea Nicola a finalist for Startup Canada Award
The whole WealthBar (now CI Direct Investing) team is super-stoked and proud of our leader, co-founder, and CEO, Tea Nicola, who we have just learned is a finalist for the Startup...
Canadians investing in the age of Trump
In my recent update to clients about performance, ‘Making Investing Great Again,’ I talked a bit about the Donald Trump effect on the markets. Love him or hate...
Burned by Bank Scandals? Get Honest Financial Advice
I wouldn’t claim that all of the big banks are caught up in scandals over high-pressure sales tactics. The people working at the big banks can tell you...
ETF investing was the big story on the CBC. A big day for us, too!
It’s not every day we get to be on national TV (literally, The National)! We were so excited to get interviewed by the CBC this week. The big...
Happy Back-to-School New Year!
Happy New Year! No, I have not lost my calendar. September is a time of many ends and new beginnings. The kids are back in school, the weather...
We’ve Planned Over $625,000,000 For Canadians!
It's exciting and humbling to see how quickly the CI Direct Investing (formerly WealthBar) community has grown since we started. Tea and Chris, our co-founders, had an idea;...
A Tale of 3 REITs: XRE, ZRE and VRE
When it comes to ETFs, there are often multiple ETFs that aim to track the same index or asset-class and comparing them can be challenging. This is certainly...