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What people are saying...
Why CI Direct Investing
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With fees that are less than 1/2 of mutual funds, more of your money stays invested. Over time, those savings could leave thousands more in your pocket.
CI Direct Investing is a subsidiary of CI Financial Corp. CI Financial Corp. (TSX: CIX) is an independent Canadian company offering global asset management and wealth management advisory services.
WealthBar is also a Full Life Insurance Agent in the provinces of British Columbia and Ontario.
Cash and securities held in your account are protected up to $1,000,000 CDN. Visit CIPF to learn more.
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Why CI Direct Investing?
We’ll match you to the right investment.
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“Great returns and it takes the worry out of my financial future. I KNOW I am being looked after.”
– Kim W
Benzinga Best Robo-Advisor
“Delivering high-quality, low-cost investment portfolios to the other 99 percent...”
“The best customer service I've gotten from a financial company.”
– Robert M
“Your team communicates so fast and effectively. I always feel like I am getting the extra personal touch!”
Low fees. Happy wallets.1
Featured in
Investing made easy.
Open an account in minutes. No hold music. No paperwork.
What people are saying...
“Delivering high-quality, low-cost investment portfolios to the other 99 percent...”
Benzinga Best Robo-Advisor
“Great returns and it takes the worry out of my financial future. I KNOW I am being looked after.”
– Kim W
– Robert M
“The best customer service I've gotten from a financial company.”
– Connor P
“Your team communicates so fast and effectively. I always feel like I am getting the extra personal touch!”
1The chart above assumes an initial investment of $100,000 with an ongoing deposit of $500/month. Mutual fund results assume an average cost of investing in mutual funds of 1.93%†. The CI Direct Investing results assume CI Direct Investing's management fee plus the 0.25% MER of our Balanced ETF portfolio. The graph assumes both have a 7% rate of return before fees and a 2% rate of inflation. This illustration is for fee comparison purposes and not a representation of actual future investment performance.
†: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios – Strategic Insights, June 2019
Also doing business as CI Direct Investing and WealthBar, WealthBar Financial Services Inc. is a registered Portfolio Manager in all provinces and territories in Canada.
