Robo investing for the 100%
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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.
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.
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
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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
